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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 | $8,616 | $78,690-89.1% | $161,489-94.7% | $87,485-90.2% |
| Participation rate | 87.1% | 67.5%+19.6pp | 78.7%+8.4pp | 68.9%+18.2pp |
| Annual return | 12.05% | 32.74%-20.7pp | 89.72%-77.7pp | 26.06%-14.0pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,835 | $3,311-14.4% | $5,630-49.6% | $4,274-33.7% |
| Admin fee / account holder | $1,872 | $6,724-72.2% | $16,006-88.3% | $7,775-75.9% |