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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 | $13,832 | $84,236-83.6% | $170,435-91.9% | $70,126-80.3% |
| Participation rate | 78.1% | 70.8%+7.3pp | 83.6%-5.5pp | 69.5%+8.6pp |
| Annual return | 10.78% | 23.06%-12.3pp | 205.94%-195.2pp | 73.15%-62.4pp |
| Employer contribution / active EE | $222 | $3,387-93.4% | $5,432-95.9% | $2,343-90.5% |
| Participant deferral / active EE | $1,372 | $3,086-55.5% | $4,939-72.2% | $3,332-58.8% |
| Admin fee / account holder | $3,445 | $5,698-39.6% | $13,881-75.2% | $4,645-25.9% |