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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 | $7,751 | $78,015-90.1% | $178,505-95.7% | $80,959-90.4% |
| Participation rate | 83.7% | 65.7%+18.0pp | 77.1%+6.6pp | 67.7%+16.1pp |
| Annual return | 7.79% | 18.10%-10.3pp | 27.16%-19.4pp | 35.67%-27.9pp |
| Employer contribution / active EE | $383 | $2,281-83.2% | $3,955-90.3% | $2,757-86.1% |
| Participant deferral / active EE | $1,551 | $4,406-64.8% | $6,280-75.3% | $4,300-63.9% |
| Admin fee / account holder | $1,034 | $7,160-85.6% | $10,428-90.1% | $6,925-85.1% |