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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 | $21,499 | $167,533-87.2% | $151,645-85.8% | $134,545-84.0% |
| Participation rate | 81.8% | 88.4%-6.6pp | 87.5%-5.7pp | 81.2%+0.6pp |
| Annual return | -21.22% | 7.81%-29.0pp | 3.34%-24.6pp | 418.37%-439.6pp |
| Employer contribution / active EE | $284 | $6,828-95.8% | $6,165-95.4% | $4,742-94.0% |
| Participant deferral / active EE | $8,011 | $8,985-10.8% | $8,363-4.2% | $6,401+25.1% |
| Admin fee / account holder | $1,675 | $13,781-87.8% | $11,614-85.6% | $11,431-85.3% |