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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 | $11,560 | $133,981-91.4% | $112,249-89.7% | $134,532-91.4% |
| Participation rate | 87.5% | 78.6%+8.9pp | 75.1%+12.4pp | 81.2%+6.3pp |
| Annual return | -31.49% | 47.16%-78.7pp | 27.48%-59.0pp | 418.27%-449.8pp |
| Employer contribution / active EE | $580 | $4,040-85.6% | $3,636-84.0% | $4,741-87.8% |
| Participant deferral / active EE | $7,037 | $5,292+33.0% | $4,729+48.8% | $6,401+9.9% |
| Admin fee / account holder | $1,379 | $7,492-81.6% | $6,412-78.5% | $11,429-87.9% |