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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 | $29,829 | $87,834-66.0% | $133,979-77.7% | $62,881-52.6% |
| Participation rate | 92.3% | 83.4%+8.9pp | 87.1%+5.2pp | 69.3%+23.0pp |
| Annual return | -3.25% | 12.05%-15.3pp | 29.30%-32.5pp | 20.14%-23.4pp |
| Employer contribution / active EE | $1,012 | $3,482-70.9% | $5,211-80.6% | $2,281-55.6% |
| Participant deferral / active EE | $3,354 | $4,812-30.3% | $6,282-46.6% | $3,203+4.7% |
| Admin fee / account holder | $1,892 | $5,372-64.8% | $9,324-79.7% | $4,296-56.0% |