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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 | $14,551 | $102,385-85.8% | $147,080-90.1% | $80,935-82.0% |
| Participation rate | 76.9% | 75.9%+1.1pp | 82.2%-5.3pp | 67.7%+9.3pp |
| Annual return | 10.43% | 135.09%-124.7pp | 420.17%-409.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $855 | $3,717-77.0% | $4,933-82.7% | $2,757-69.0% |
| Participant deferral / active EE | $3,752 | $6,651-43.6% | $8,066-53.5% | $4,299-12.7% |
| Admin fee / account holder | $486 | $7,951-93.9% | $12,989-96.3% | $6,924-93.0% |