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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 | $15,886 | $92,219-82.8% | $76,767-79.3% | $135,380-88.3% |
| Participation rate | 71.4% | 79.8%-8.3pp | 77.0%-5.5pp | 82.6%-11.2pp |
| Annual return | -11.94% | 5.46%-17.4pp | 2.43%-14.4pp | 519.81%-531.7pp |
| Employer contribution / active EE | $296 | $3,216-90.8% | $2,485-88.1% | $4,779-93.8% |
| Participant deferral / active EE | $1,596 | $4,508-64.6% | $3,852-58.6% | $5,609-71.6% |
| Admin fee / account holder | $378 | $10,749-96.5% | $6,675-94.3% | $10,828-96.5% |