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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 | $6,155 | $183,516-96.6% | $155,534-96.0% | $145,884-95.8% |
| Participation rate | 75.0% | 82.7%-7.7pp | 78.2%-3.2pp | 80.3%-5.3pp |
| Annual return | 6.39% | 61.43%-55.0pp | 64.92%-58.5pp | 551.85%-545.5pp |
| Employer contribution / active EE | $90 | $5,315-98.3% | $4,675-98.1% | $4,662-98.1% |
| Participant deferral / active EE | $1,854 | $6,467-71.3% | $5,630-67.1% | $6,690-72.3% |
| Admin fee / account holder | $6,823 | $19,293-64.6% | $15,900-57.1% | $13,392-49.1% |