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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 | $10,894 | $174,379-93.8% | $152,093-92.8% | $138,895-92.2% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | -54.47% | 74.86%-129.3pp | 66.36%-120.8pp | 145.39%-199.9pp |
| Employer contribution / active EE | $748 | $4,652-83.9% | $4,175-82.1% | $4,194-82.2% |
| Participant deferral / active EE | $12,488 | $6,159+102.8% | $5,451+129.1% | $6,396+95.2% |
| Admin fee / account holder | $4,480 | $16,880-73.5% | $14,497-69.1% | $12,562-64.3% |