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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 | $11,961 | $81,870-85.4% | $119,622-90.0% | $68,486-82.5% |
| Participation rate | 100.0% | 71.9%+28.1pp | 79.3%+20.7pp | 67.9%+32.1pp |
| Annual return | -22.51% | -23.82%+1.3pp | -14.98%-7.5pp | -7.85%-14.7pp |
| Employer contribution / active EE | $620 | $2,692-77.0% | $4,232-85.3% | $2,597-76.1% |
| Participant deferral / active EE | $2,508 | $4,148-39.5% | $5,601-55.2% | $4,028-37.7% |
| Admin fee / account holder | $359 | $6,583-94.5% | $10,328-96.5% | $5,404-93.3% |