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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 | $3,781 | $134,001-97.2% | $112,258-96.6% | $134,509-97.2% |
| Participation rate | 85.7% | 78.6%+7.2pp | 75.1%+10.7pp | 81.2%+4.5pp |
| Annual return | -49.91% | 47.15%-97.1pp | 27.47%-77.4pp | 418.13%-468.0pp |
| Employer contribution / active EE | $577 | $4,039-85.7% | $3,636-84.1% | $4,741-87.8% |
| Participant deferral / active EE | $2,929 | $5,291-44.7% | $4,728-38.1% | $6,400-54.2% |
| Admin fee / account holder | $739 | $7,491-90.1% | $6,411-88.5% | $11,427-93.5% |