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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 | $5,295 | $198,457-97.3% | $170,435-96.9% | $147,586-96.4% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | -70.16% | 257.30%-327.5pp | 205.94%-276.1pp | 578.59%-648.7pp |
| Employer contribution / active EE | $1,266 | $6,183-79.5% | $5,432-76.7% | $4,876-74.0% |
| Participant deferral / active EE | $5,095 | $5,629-9.5% | $4,939+3.1% | $5,439-6.3% |
| Admin fee / account holder | $386 | $16,852-97.7% | $13,881-97.2% | $10,886-96.4% |