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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 | $18,415 | $124,346-85.2% | $111,308-83.5% | $167,536-89.0% |
| Participation rate | 100.0% | 79.6%+20.4pp | 77.3%+22.7pp | 82.1%+17.9pp |
| Annual return | -7.98% | 37.45%-45.4pp | 54.67%-62.6pp | 478.82%-486.8pp |
| Employer contribution / active EE | $435 | $3,437-87.3% | $2,732-84.1% | $4,839-91.0% |
| Participant deferral / active EE | $2,754 | $5,182-46.8% | $4,487-38.6% | $6,342-56.6% |
| Admin fee / account holder | $2,576 | $10,621-75.7% | $7,965-67.7% | $12,315-79.1% |