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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 | $6,646 | $202,342-96.7% | $172,753-96.2% | $152,909-95.7% |
| Participation rate | 75.0% | 87.1%-12.1pp | 82.6%-7.6pp | 82.5%-7.5pp |
| Annual return | -38.15% | 1029.88%-1068.0pp | 803.00%-841.2pp | 345.46%-383.6pp |
| Employer contribution / active EE | $965 | $5,857-83.5% | $5,144-81.2% | $4,764-79.7% |
| Participant deferral / active EE | $3,810 | $5,948-36.0% | $5,198-26.7% | $5,851-34.9% |
| Admin fee / account holder | $1,139 | $17,112-93.3% | $13,956-91.8% | $11,601-90.2% |