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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 | $15,467 | $148,623-89.6% | $135,974-88.6% | $139,466-88.9% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | -2.41% | 79.30%-81.7pp | 68.30%-70.7pp | 373.66%-376.1pp |
| Employer contribution / active EE | $366 | $5,246-93.0% | $4,859-92.5% | $4,754-92.3% |
| Participant deferral / active EE | $6,781 | $8,103-16.3% | $7,760-12.6% | $6,712+1.0% |
| Admin fee / account holder | $1,922 | $12,406-84.5% | $10,767-82.1% | $11,409-83.2% |