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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 | $5,278 | $160,028-96.7% | $147,080-96.4% | $145,884-96.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | -82.07% | 98.60%-180.7pp | 420.17%-502.2pp | 551.85%-633.9pp |
| Employer contribution / active EE | $902 | $5,286-82.9% | $4,933-81.7% | $4,662-80.6% |
| Participant deferral / active EE | $4,284 | $8,422-49.1% | $8,066-46.9% | $6,690-36.0% |
| Admin fee / account holder | $3,633 | $15,030-75.8% | $12,989-72.0% | $13,392-72.9% |