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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 | $13,922 | $160,028-91.3% | $147,080-90.5% | $145,884-90.5% |
| Participation rate | 77.8% | 84.0%-6.2pp | 82.2%-4.4pp | 80.3%-2.5pp |
| Annual return | -15.34% | 98.60%-113.9pp | 420.17%-435.5pp | 551.85%-567.2pp |
| Employer contribution / active EE | $778 | $5,286-85.3% | $4,933-84.2% | $4,662-83.3% |
| Participant deferral / active EE | $5,261 | $8,422-37.5% | $8,066-34.8% | $6,690-21.4% |
| Admin fee / account holder | $3,115 | $15,030-79.3% | $12,989-76.0% | $13,392-76.7% |