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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 | $14,751 | $82,674-82.2% | $125,381-88.2% | $68,486-78.5% |
| Participation rate | 71.4% | 75.1%-3.6pp | 82.4%-11.0pp | 67.9%+3.5pp |
| Annual return | -21.24% | -5.97%-15.3pp | 572.31%-593.5pp | -7.85%-13.4pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $5,565 | $6,111-8.9% | $7,448-25.3% | $4,028+38.2% |
| Admin fee / account holder | $614 | $6,277-90.2% | $10,007-93.9% | $5,404-88.6% |