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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 | $16,805 | $92,219-81.8% | $76,768-78.1% | $135,379-87.6% |
| Participation rate | 76.2% | 79.8%-3.6pp | 77.0%-0.8pp | 82.6%-6.5pp |
| Annual return | -13.15% | 5.46%-18.6pp | 2.43%-15.6pp | 519.79%-532.9pp |
| Employer contribution / active EE | $0 | $3,216-100.0% | $2,485-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $2,895 | $4,508-35.8% | $3,852-24.8% | $5,609-48.4% |
| Admin fee / account holder | $1,119 | $10,749-89.6% | $6,675-83.2% | $10,828-89.7% |