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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 | $11,588 | $138,386-91.6% | $184,260-93.7% | $80,935-85.7% |
| Participation rate | 100.0% | 83.9%+16.1pp | 86.8%+13.2pp | 67.7%+32.3pp |
| Annual return | -5.58% | 20.02%-25.6pp | 28.84%-34.4pp | 35.66%-41.2pp |
| Employer contribution / active EE | $958 | $4,851-80.3% | $6,427-85.1% | $2,757-65.3% |
| Participant deferral / active EE | $9,140 | $7,076+29.2% | $9,133+0.1% | $4,299+112.6% |
| Admin fee / account holder | $1,173 | $10,489-88.8% | $13,898-91.6% | $6,924-83.1% |