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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 | $10,166 | $180,462-94.4% | $154,111-93.4% | $135,379-92.5% |
| Participation rate | 83.3% | 87.4%-4.1pp | 83.0%+0.3pp | 82.6%+0.7pp |
| Annual return | -12.37% | 888.17%-900.5pp | 735.18%-747.6pp | 519.79%-532.2pp |
| Employer contribution / active EE | $1,040 | $6,036-82.8% | $5,298-80.4% | $4,779-78.2% |
| Participant deferral / active EE | $2,341 | $5,806-59.7% | $5,081-53.9% | $5,609-58.3% |
| Admin fee / account holder | $667 | $16,145-95.9% | $13,411-95.0% | $10,828-93.8% |