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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 | $27,556 | $144,130-80.9% | $117,861-76.6% | $147,586-81.3% |
| Participation rate | 91.7% | 83.4%+8.2pp | 79.7%+12.0pp | 82.8%+8.8pp |
| Annual return | 6.23% | 531.20%-525.0pp | 335.11%-328.9pp | 578.59%-572.4pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $7,015 | $5,316+31.9% | $4,482+56.5% | $5,439+29.0% |
| Admin fee / account holder | $1,714 | $10,887-84.3% | $8,021-78.6% | $10,886-84.3% |