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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 | $20,580 | $167,522-87.7% | $151,639-86.4% | $134,532-84.7% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -21.90% | 7.81%-29.7pp | 3.34%-25.2pp | 418.27%-440.2pp |
| Employer contribution / active EE | $867 | $6,828-87.3% | $6,165-85.9% | $4,741-81.7% |
| Participant deferral / active EE | $6,934 | $8,986-22.8% | $8,363-17.1% | $6,401+8.3% |
| Admin fee / account holder | $802 | $13,780-94.2% | $11,613-93.1% | $11,429-93.0% |