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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 | $14,895 | $167,522-91.1% | $151,639-90.2% | $134,532-88.9% |
| Participation rate | 85.7% | 88.4%-2.7pp | 87.5%-1.8pp | 81.2%+4.5pp |
| Annual return | -21.37% | 7.81%-29.2pp | 3.34%-24.7pp | 418.27%-439.6pp |
| Employer contribution / active EE | $1,137 | $6,828-83.4% | $6,165-81.6% | $4,741-76.0% |
| Participant deferral / active EE | $4,028 | $8,986-55.2% | $8,363-51.8% | $6,401-37.1% |
| Admin fee / account holder | $459 | $13,780-96.7% | $11,613-96.1% | $11,429-96.0% |