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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 | $19,388 | $153,769-87.4% | $133,975-85.5% | $273,972-92.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.1%-1.4pp | 83.0%+2.7pp |
| Annual return | 0.56% | 36.51%-36.0pp | 29.29%-28.7pp | 41.46%-40.9pp |
| Employer contribution / active EE | $521 | $6,029-91.4% | $5,211-90.0% | $4,869-89.3% |
| Participant deferral / active EE | $8,804 | $6,958+26.5% | $6,282+40.2% | $5,287+66.5% |
| Admin fee / account holder | $1,000 | $11,765-91.5% | $9,324-89.3% | $10,133-90.1% |