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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 | $5,227 | $185,312-97.2% | $161,489-96.8% | $154,746-96.6% |
| Participation rate | 86.4% | 82.5%+3.9pp | 78.7%+7.7pp | 80.7%+5.7pp |
| Annual return | -1.21% | 103.84%-105.1pp | 89.72%-90.9pp | 172.34%-173.5pp |
| Employer contribution / active EE | $452 | $4,769-90.5% | $4,268-89.4% | $4,379-89.7% |
| Participant deferral / active EE | $2,257 | $6,350-64.5% | $5,630-59.9% | $6,730-66.5% |
| Admin fee / account holder | $1,019 | $18,654-94.5% | $16,006-93.6% | $14,365-92.9% |