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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 | $3,140 | $134,001-97.7% | $112,258-97.2% | $134,509-97.7% |
| Participation rate | 100.0% | 78.6%+21.4pp | 75.1%+24.9pp | 81.2%+18.8pp |
| Annual return | -41.00% | 47.15%-88.2pp | 27.47%-68.5pp | 418.13%-459.1pp |
| Employer contribution / active EE | $554 | $4,039-86.3% | $3,636-84.8% | $4,741-88.3% |
| Participant deferral / active EE | $2,609 | $5,291-50.7% | $4,728-44.8% | $6,400-59.2% |
| Admin fee / account holder | $546 | $7,491-92.7% | $6,411-91.5% | $11,427-95.2% |