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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 | $23,248 | $86,949-73.3% | $102,460-77.3% | $80,959-71.3% |
| Participation rate | 82.4% | 72.4%+10.0pp | 76.5%+5.8pp | 67.7%+14.7pp |
| Annual return | 9.25% | 18.89%-9.6pp | 29.47%-20.2pp | 35.67%-26.4pp |
| Employer contribution / active EE | $0 | $2,370-100.0% | $3,025-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,253 | $4,121-21.1% | $5,056-35.7% | $4,300-24.4% |
| Admin fee / account holder | $2,135 | $8,048-73.5% | $9,460-77.4% | $6,925-69.2% |