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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 | $16,152 | $81,476-80.2% | $102,383-84.2% | $80,925-80.0% |
| Participation rate | 77.2% | 66.8%+10.3pp | 74.5%+2.7pp | 67.7%+9.5pp |
| Annual return | 9.39% | 25.59%-16.2pp | 24.94%-15.5pp | 35.65%-26.3pp |
| Employer contribution / active EE | $621 | $3,105-80.0% | $3,870-84.0% | $2,756-77.5% |
| Participant deferral / active EE | $1,764 | $3,871-54.4% | $5,060-65.1% | $4,299-59.0% |
| Admin fee / account holder | $4,955 | $6,717-26.2% | $8,391-41.0% | $6,940-28.6% |