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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 | $19,439 | $56,200-65.4% | $67,653-71.3% | $59,633-67.4% |
| Participation rate | 78.4% | 71.5%+6.9pp | 75.7%+2.7pp | 68.7%+9.7pp |
| Annual return | -2.72% | 18506.71%-18509.4pp | 6625.22%-6627.9pp | 2041.40%-2044.1pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $3,729 | $2,843+31.1% | $3,560+4.7% | $3,192+16.8% |
| Admin fee / account holder | $1,785 | $3,959-54.9% | $4,821-63.0% | $4,297-58.5% |