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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 | $11,675 | $180,459-93.5% | $154,108-92.4% | $135,380-91.4% |
| Participation rate | 93.8% | 87.4%+6.3pp | 83.0%+10.7pp | 82.6%+11.1pp |
| Annual return | -9.30% | 888.21%-897.5pp | 735.21%-744.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $809 | $6,035-86.6% | $5,298-84.7% | $4,779-83.1% |
| Participant deferral / active EE | $4,951 | $5,806-14.7% | $5,081-2.6% | $5,609-11.7% |
| Admin fee / account holder | $354 | $16,145-97.8% | $13,411-97.4% | $10,828-96.7% |