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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 | $13,057 | $75,832-82.8% | $147,617-91.2% | $59,633-78.1% |
| Participation rate | 72.1% | 71.6%+0.5pp | 84.6%-12.6pp | 68.7%+3.4pp |
| Annual return | -3.11% | 0.37%-3.5pp | 61.98%-65.1pp | 2041.45%-2044.6pp |
| Employer contribution / active EE | $314 | $3,485-91.0% | $5,564-94.4% | $2,203-85.8% |
| Participant deferral / active EE | $1,469 | $3,131-53.1% | $4,895-70.0% | $3,192-54.0% |
| Admin fee / account holder | $900 | $5,986-85.0% | $11,612-92.2% | $4,297-79.1% |