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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 | $3,873 | $180,462-97.9% | $154,111-97.5% | $135,379-97.1% |
| Participation rate | 82.6% | 87.4%-4.8pp | 83.0%-0.4pp | 82.6%0pp |
| Annual return | -16.71% | 888.17%-904.9pp | 735.18%-751.9pp | 519.79%-536.5pp |
| Employer contribution / active EE | $899 | $6,036-85.1% | $5,298-83.0% | $4,779-81.2% |
| Participant deferral / active EE | $2,372 | $5,806-59.1% | $5,081-53.3% | $5,609-57.7% |
| Admin fee / account holder | $402 | $16,145-97.5% | $13,411-97.0% | $10,828-96.3% |