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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 | $9,104 | $183,592-95.0% | $155,574-94.1% | $145,877-93.8% |
| Participation rate | 91.7% | 82.7%+9.0pp | 78.2%+13.5pp | 80.3%+11.4pp |
| Annual return | -53.78% | 61.37%-115.2pp | 64.87%-118.6pp | 551.28%-605.1pp |
| Employer contribution / active EE | $899 | $5,317-83.1% | $4,676-80.8% | $4,663-80.7% |
| Participant deferral / active EE | $5,441 | $6,466-15.9% | $5,629-3.3% | $6,691-18.7% |
| Admin fee / account holder | $4,873 | $19,316-74.8% | $15,914-69.4% | $13,402-63.6% |