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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 | $8,386 | $180,462-95.4% | $154,111-94.6% | $135,379-93.8% |
| Participation rate | 71.4% | 87.4%-16.0pp | 83.0%-11.6pp | 82.6%-11.2pp |
| Annual return | -35.25% | 888.17%-923.4pp | 735.18%-770.4pp | 519.79%-555.0pp |
| Employer contribution / active EE | $6 | $6,036-99.9% | $5,298-99.9% | $4,779-99.9% |
| Participant deferral / active EE | $4,310 | $5,806-25.8% | $5,081-15.2% | $5,609-23.2% |
| Admin fee / account holder | $607 | $16,145-96.2% | $13,411-95.5% | $10,828-94.4% |