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Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,213 | $213,785-87.3% | $185,441-85.3% | $155,188-82.5% |
| Participation rate | 80.0% | 83.2%-3.2pp | 80.3%-0.3pp | 80.8%-0.8pp |
| Annual return | -3.36% | 19.97%-23.3pp | 20.16%-23.5pp | 148.84%-152.2pp |
| Employer contribution / active EE | $671 | $5,393-87.6% | $4,672-85.6% | $4,248-84.2% |
| Participant deferral / active EE | $3,492 | $6,864-49.1% | $6,152-43.2% | $6,531-46.5% |
| Admin fee / account holder | $3,499 | $21,134-83.4% | $17,890-80.4% | $14,480-75.8% |