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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 | $6,102 | $58,493-89.6% | $84,023-92.7% | $72,976-91.6% |
| Participation rate | 94.4% | 61.2%+33.2pp | 69.0%+25.4pp | 69.5%+25.0pp |
| Annual return | 12.12% | 28.93%-16.8pp | 71.32%-59.2pp | 81.02%-68.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $1,984-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,406 | $2,394+0.5% | $3,239-25.7% | $3,608-33.3% |
| Admin fee / account holder | $998 | $4,569-78.1% | $6,102-83.6% | $5,124-80.5% |