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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 | $2,056 | $73,839-97.2% | $143,788-98.6% | $68,495-97.0% |
| Participation rate | 84.7% | 66.7%+18.0pp | 80.3%+4.4pp | 67.9%+16.8pp |
| Annual return | -23.43% | 1.01%-24.4pp | -0.03%-23.4pp | -7.84%-15.6pp |
| Employer contribution / active EE | $172 | $3,184-94.6% | $4,952-96.5% | $2,596-93.4% |
| Participant deferral / active EE | $1,267 | $3,384-62.6% | $5,638-77.5% | $4,028-68.5% |
| Admin fee / account holder | $388 | $5,755-93.3% | $14,675-97.4% | $5,403-92.8% |