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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 | $69,273-91.3% | $90,796-93.4% | $82,637-92.7% |
| Participation rate | 95.2% | 64.0%+31.2pp | 69.5%+25.8pp | 68.1%+27.2pp |
| Annual return | 3.65% | 18.37%-14.7pp | 19.29%-15.6pp | 53.51%-49.9pp |
| Employer contribution / active EE | $240 | $1,865-87.1% | $2,294-89.5% | $2,552-90.6% |
| Participant deferral / active EE | $1,084 | $3,047-64.4% | $3,822-71.6% | $4,126-73.7% |
| Admin fee / account holder | $901 | $5,511-83.7% | $7,024-87.2% | $7,339-87.7% |