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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 | $8,124 | $110,379-92.6% | $102,412-92.1% | $145,884-94.4% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | -38.09% | 24.84%-62.9pp | 24.94%-63.0pp | 551.85%-589.9pp |
| Employer contribution / active EE | $840 | $4,216-80.1% | $3,870-78.3% | $4,662-82.0% |
| Participant deferral / active EE | $7,087 | $5,622+26.1% | $5,060+40.1% | $6,690+5.9% |
| Admin fee / account holder | $2,785 | $9,745-71.4% | $8,388-66.8% | $13,392-79.2% |