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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 | $6,335 | $105,198-94.0% | $159,455-96.0% | $85,856-92.6% |
| Participation rate | 93.9% | 75.8%+18.2pp | 82.8%+11.1pp | 69.3%+24.6pp |
| Annual return | -39.88% | 45.08%-85.0pp | 263.63%-303.5pp | 318.58%-358.5pp |
| Employer contribution / active EE | $352 | $3,319-89.4% | $4,830-92.7% | $2,565-86.3% |
| Participant deferral / active EE | $4,681 | $5,946-21.3% | $7,353-36.3% | $3,952+18.5% |
| Admin fee / account holder | $1,687 | $6,934-75.7% | $10,800-84.4% | $6,261-73.1% |