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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 | $5,292 | $183,539-97.1% | $155,556-96.6% | $145,897-96.4% |
| Participation rate | 81.8% | 82.7%-0.9pp | 78.2%+3.6pp | 80.3%+1.5pp |
| Annual return | -64.98% | 61.31%-126.3pp | 64.84%-129.8pp | 552.29%-617.3pp |
| Employer contribution / active EE | $958 | $5,315-82.0% | $4,675-79.5% | $4,663-79.4% |
| Participant deferral / active EE | $2,655 | $6,467-59.0% | $5,631-52.9% | $6,689-60.3% |
| Admin fee / account holder | $2,679 | $19,275-86.1% | $15,885-83.1% | $13,390-80.0% |