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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 | $11,658 | $80,812-85.6% | $160,784-92.7% | $82,448-85.9% |
| Participation rate | 84.0% | 66.2%+17.8pp | 77.0%+7.0pp | 68.1%+15.9pp |
| Annual return | 12.93% | 100.59%-87.7pp | 1803.92%-1791.0pp | 41.64%-28.7pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,017 | $4,335-30.4% | $6,293-52.1% | $4,139-27.1% |
| Admin fee / account holder | $1,268 | $7,695-83.5% | $9,717-87.0% | $7,234-82.5% |