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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 | $15,231 | $160,028-90.5% | $147,080-89.6% | $145,884-89.6% |
| Participation rate | 80.0% | 84.0%-4.0pp | 82.2%-2.2pp | 80.3%-0.3pp |
| Annual return | 6.59% | 98.60%-92.0pp | 420.17%-413.6pp | 551.85%-545.3pp |
| Employer contribution / active EE | $732 | $5,286-86.1% | $4,933-85.2% | $4,662-84.3% |
| Participant deferral / active EE | $2,942 | $8,422-65.1% | $8,066-63.5% | $6,690-56.0% |
| Admin fee / account holder | $409 | $15,030-97.3% | $12,989-96.8% | $13,392-96.9% |