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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 | $9,636 | $111,830-91.4% | $93,696-89.7% | $145,884-93.4% |
| Participation rate | 89.5% | 74.2%+15.3pp | 68.7%+20.8pp | 80.3%+9.2pp |
| Annual return | 1.09% | 204.08%-203.0pp | 133.74%-132.6pp | 551.85%-550.8pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,100 | $4,920-16.7% | $4,417-7.2% | $6,690-38.7% |
| Admin fee / account holder | $1,693 | $10,249-83.5% | $8,287-79.6% | $13,392-87.4% |