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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 | $10,741 | $81,870-86.9% | $119,634-91.0% | $68,490-84.3% |
| Participation rate | 94.9% | 71.9%+23.0pp | 79.3%+15.6pp | 67.9%+27.0pp |
| Annual return | -23.53% | -23.82%+0.3pp | -14.98%-8.5pp | -7.85%-15.7pp |
| Employer contribution / active EE | $443 | $2,692-83.5% | $4,232-89.5% | $2,597-82.9% |
| Participant deferral / active EE | $5,046 | $4,148+21.6% | $5,601-9.9% | $4,028+25.3% |
| Admin fee / account holder | $1,360 | $6,583-79.3% | $10,329-86.8% | $5,403-74.8% |