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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 | $32,586 | $138,393-76.5% | $184,256-82.3% | $80,959-59.8% |
| Participation rate | 91.9% | 83.9%+8.0pp | 86.8%+5.1pp | 67.7%+24.2pp |
| Annual return | 10.34% | 20.01%-9.7pp | 28.85%-18.5pp | 35.67%-25.3pp |
| Employer contribution / active EE | $1,035 | $4,847-78.6% | $6,427-83.9% | $2,757-62.5% |
| Participant deferral / active EE | $3,990 | $7,076-43.6% | $9,133-56.3% | $4,300-7.2% |
| Admin fee / account holder | $2,982 | $10,489-71.6% | $13,899-78.5% | $6,925-56.9% |