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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 | $1,539 | $73,009-97.9% | $90,760-98.3% | $68,486-97.8% |
| Participation rate | 88.9% | 70.8%+18.1pp | 75.7%+13.2pp | 67.9%+21.0pp |
| Annual return | -50.26% | -13.81%-36.5pp | -12.16%-38.1pp | -7.85%-42.4pp |
| Employer contribution / active EE | $206 | $2,193-90.6% | $2,922-92.9% | $2,597-92.1% |
| Participant deferral / active EE | $1,863 | $3,626-48.6% | $4,565-59.2% | $4,028-53.7% |
| Admin fee / account holder | $341 | $5,896-94.2% | $8,444-96.0% | $5,404-93.7% |