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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 | $6,032 | $75,720-92.0% | $90,312-93.3% | $86,983-93.1% |
| Participation rate | 95.2% | 66.3%+29.0pp | 72.9%+22.3pp | 69.5%+25.7pp |
| Annual return | 3.65% | 18.55%-14.9pp | 18.90%-15.3pp | 25.83%-22.2pp |
| Employer contribution / active EE | $240 | $1,945-87.6% | $2,243-89.3% | $2,584-90.7% |
| Participant deferral / active EE | $1,084 | $3,001-63.9% | $3,749-71.1% | $4,194-74.2% |
| Admin fee / account holder | $901 | $6,201-85.5% | $8,248-89.1% | $7,856-88.5% |