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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 | $2,708 | $49,896-94.6% | $80,627-96.6% | $75,173-96.4% |
| Participation rate | 85.7% | 55.3%+30.4pp | 67.0%+18.7pp | 67.2%+18.5pp |
| Annual return | 3.39% | 34.67%-31.3pp | 936.76%-933.4pp | 160.72%-157.3pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,237 | $2,992-58.7% | $4,443-72.2% | $4,126-70.0% |
| Admin fee / account holder | $374 | $3,578-89.5% | $5,381-93.1% | $5,651-93.4% |