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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 | $3,350 | $106,923-96.9% | $84,023-96.0% | $152,909-97.8% |
| Participation rate | 94.7% | 75.3%+19.5pp | 69.0%+25.7pp | 82.5%+12.3pp |
| Annual return | -5.43% | 105.02%-110.4pp | 71.32%-76.7pp | 345.46%-350.9pp |
| Employer contribution / active EE | $313 | $2,735-88.5% | $1,984-84.2% | $4,764-93.4% |
| Participant deferral / active EE | $2,352 | $4,013-41.4% | $3,239-27.4% | $5,851-59.8% |
| Admin fee / account holder | $1,050 | $8,289-87.3% | $6,102-82.8% | $11,601-90.9% |