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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 | $7,759 | $138,075-94.4% | $123,552-93.7% | $135,379-94.3% |
| Participation rate | 87.0% | 84.7%+2.2pp | 82.3%+4.7pp | 82.6%+4.3pp |
| Annual return | -9.33% | 153.70%-163.0pp | 119.20%-128.5pp | 519.79%-529.1pp |
| Employer contribution / active EE | $841 | $5,152-83.7% | $4,628-81.8% | $4,779-82.4% |
| Participant deferral / active EE | $2,308 | $6,800-66.1% | $6,426-64.1% | $5,609-58.8% |
| Admin fee / account holder | $458 | $10,917-95.8% | $9,285-95.1% | $10,828-95.8% |