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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 | $12,176 | $70,666-82.8% | $169,385-92.8% | $75,181-83.8% |
| Participation rate | 83.8% | 64.8%+19.0pp | 77.2%+6.6pp | 67.2%+16.6pp |
| Annual return | 11.47% | 36.37%-24.9pp | 405.82%-394.3pp | 160.69%-149.2pp |
| Employer contribution / active EE | $0 | $2,210-100.0% | $4,012-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,641 | $4,308-15.5% | $6,221-41.5% | $4,126-11.7% |
| Admin fee / account holder | $2,151 | $5,402-60.2% | $9,011-76.1% | $5,650-61.9% |