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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 | $2,309 | $44,850-94.9% | $60,547-96.2% | $59,633-96.1% |
| Participation rate | 83.1% | 59.5%+23.6pp | 68.0%+15.1pp | 68.7%+14.4pp |
| Annual return | -22.58% | 1074.14%-1096.7pp | 335.64%-358.2pp | 2041.45%-2064.0pp |
| Employer contribution / active EE | $110 | $1,462-92.5% | $2,419-95.5% | $2,203-95.0% |
| Participant deferral / active EE | $2,410 | $2,230+8.1% | $3,328-27.6% | $3,192-24.5% |
| Admin fee / account holder | $420 | $3,635-88.4% | $4,536-90.7% | $4,297-90.2% |