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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 | $3,372 | $72,465-95.3% | $67,575-95.0% | $145,884-97.7% |
| Participation rate | 71.4% | 76.9%-5.5pp | 72.9%-1.5pp | 80.3%-8.9pp |
| Annual return | 5.04% | 7222.56%-7217.5pp | 3528.98%-3523.9pp | 551.85%-546.8pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,736-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,747 | $4,786-63.5% | $4,003-56.4% | $6,690-73.9% |
| Admin fee / account holder | $2,478 | $5,515-55.1% | $3,993-37.9% | $13,392-81.5% |