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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 | $8,694 | $70,418-87.7% | $96,570-91.0% | $85,847-89.9% |
| Participation rate | 91.7% | 61.8%+29.9pp | 69.8%+21.8pp | 69.3%+22.3pp |
| Annual return | 10.40% | 18.59%-8.2pp | 37.79%-27.4pp | 318.61%-308.2pp |
| Employer contribution / active EE | $0 | $1,413-100.0% | $2,357-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $3,723 | $2,894+28.6% | $3,849-3.3% | $3,952-5.8% |
| Admin fee / account holder | $2,282 | $4,995-54.3% | $6,182-63.1% | $6,261-63.6% |