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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 | $6,096 | $87,546-93.0% | $75,784-92.0% | $125,389-95.1% |
| Participation rate | 73.7% | 80.2%-6.5pp | 75.8%-2.1pp | 83.2%-9.5pp |
| Annual return | -5.28% | 13.49%-18.8pp | 9.68%-15.0pp | 282.24%-287.5pp |
| Employer contribution / active EE | $0 | $3,930-100.0% | $3,323-100.0% | $4,866-100.0% |
| Participant deferral / active EE | $1,963 | $4,230-53.6% | $3,652-46.2% | $5,352-63.3% |
| Admin fee / account holder | $462 | $6,503-92.9% | $5,300-91.3% | $9,541-95.2% |