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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 | $14,936 | $78,197-80.9% | $98,090-84.8% | $82,637-81.9% |
| Participation rate | 78.3% | 77.5%+0.9pp | 81.5%-3.2pp | 68.1%+10.3pp |
| Annual return | 11.02% | 40.25%-29.2pp | 37.05%-26.0pp | 53.51%-42.5pp |
| Employer contribution / active EE | $0 | $2,605-100.0% | $3,606-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $6,210 | $6,636-6.4% | $7,845-20.8% | $4,126+50.5% |
| Admin fee / account holder | $1,086 | $14,832-92.7% | $11,815-90.8% | $7,339-85.2% |