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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 | $19,897 | $72,114-72.4% | $108,745-81.7% | $62,881-68.4% |
| Participation rate | 90.0% | 74.6%+15.4pp | 77.7%+12.3pp | 69.3%+20.7pp |
| Annual return | -0.44% | 13.41%-13.8pp | 46.22%-46.7pp | 20.14%-20.6pp |
| Employer contribution / active EE | $0 | $2,694-100.0% | $3,323-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $1,660 | $4,044-59.0% | $5,121-67.6% | $3,203-48.2% |
| Admin fee / account holder | $385 | $4,608-91.6% | $6,144-93.7% | $4,296-91.0% |