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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 | $14,166 | $138,102-89.7% | $125,381-88.7% | $134,532-89.5% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -20.95% | 750.73%-771.7pp | 572.31%-593.3pp | 418.27%-439.2pp |
| Employer contribution / active EE | $956 | $5,245-81.8% | $4,815-80.1% | $4,741-79.8% |
| Participant deferral / active EE | $2,630 | $7,801-66.3% | $7,448-64.7% | $6,401-58.9% |
| Admin fee / account holder | $1,789 | $11,568-84.5% | $10,007-82.1% | $11,429-84.3% |