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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 | $22,987 | $110,083-79.1% | $151,639-84.8% | $68,486-66.4% |
| Participation rate | 100.0% | 84.0%+16.0pp | 87.5%+12.5pp | 67.9%+32.1pp |
| Annual return | -18.69% | -10.12%-8.6pp | 3.34%-22.0pp | -7.85%-10.8pp |
| Employer contribution / active EE | $1,371 | $4,470-69.3% | $6,165-77.8% | $2,597-47.2% |
| Participant deferral / active EE | $4,111 | $6,526-37.0% | $8,363-50.8% | $4,028+2.1% |
| Admin fee / account holder | $345 | $7,718-95.5% | $11,613-97.0% | $5,404-93.6% |