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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 | $2,160 | $77,908-97.2% | $149,696-98.6% | $75,173-97.1% |
| Participation rate | 72.1% | 65.6%+6.5pp | 78.8%-6.7pp | 67.2%+4.9pp |
| Annual return | -53.41% | 31.73%-85.1pp | 134.46%-187.9pp | 160.72%-214.1pp |
| Employer contribution / active EE | $53 | $3,138-98.3% | $4,821-98.9% | $2,671-98.0% |
| Participant deferral / active EE | $1,834 | $3,411-46.2% | $5,682-67.7% | $4,126-55.5% |
| Admin fee / account holder | $909 | $5,950-84.7% | $13,212-93.1% | $5,651-83.9% |