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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 | $18,568 | $137,414-86.5% | $189,537-90.2% | $85,847-78.4% |
| Participation rate | 93.3% | 84.6%+8.7pp | 87.8%+5.5pp | 69.3%+24.0pp |
| Annual return | 6.88% | 38.14%-31.3pp | 555.34%-548.5pp | 318.61%-311.7pp |
| Employer contribution / active EE | $471 | $4,344-89.2% | $6,161-92.4% | $2,565-81.6% |
| Participant deferral / active EE | $3,267 | $6,260-47.8% | $8,220-60.3% | $3,952-17.3% |
| Admin fee / account holder | $2,881 | $8,630-66.6% | $12,048-76.1% | $6,261-54.0% |