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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 | $13,266 | $167,522-92.1% | $151,639-91.3% | $134,532-90.1% |
| Participation rate | 80.0% | 88.4%-8.4pp | 87.5%-7.5pp | 81.2%-1.2pp |
| Annual return | -26.13% | 7.81%-33.9pp | 3.34%-29.5pp | 418.27%-444.4pp |
| Employer contribution / active EE | $1,348 | $6,828-80.3% | $6,165-78.1% | $4,741-71.6% |
| Participant deferral / active EE | $6,638 | $8,986-26.1% | $8,363-20.6% | $6,401+3.7% |
| Admin fee / account holder | $2,254 | $13,780-83.6% | $11,613-80.6% | $11,429-80.3% |