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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 | $13,769 | $190,916-92.8% | $160,037-91.4% | $134,545-89.8% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.0%+2.0pp | 81.2%-1.2pp |
| Annual return | -22.15% | 552.79%-574.9pp | 408.95%-431.1pp | 418.37%-440.5pp |
| Employer contribution / active EE | $516 | $4,996-89.7% | $4,226-87.8% | $4,742-89.1% |
| Participant deferral / active EE | $7,325 | $6,925+5.8% | $6,184+18.5% | $6,401+14.4% |
| Admin fee / account holder | $4,114 | $10,497-60.8% | $8,716-52.8% | $11,431-64.0% |