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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 | $1,010 | $23,330-95.7% | $64,489-98.4% | $82,448-98.8% |
| Participation rate | 77.6% | 68.3%+9.3pp | 67.7%+9.9pp | 68.1%+9.5pp |
| Annual return | 9.03% | 83.66%-74.6pp | 55.03%-46.0pp | 41.64%-32.6pp |
| Employer contribution / active EE | $161 | $824-80.4% | $1,523-89.4% | $2,551-93.7% |
| Participant deferral / active EE | $818 | $1,707-52.1% | $2,778-70.6% | $4,139-80.2% |
| Admin fee / account holder | $476 | $2,946-83.8% | $4,260-88.8% | $7,234-93.4% |