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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 | $6,381 | $46,697-86.3% | $117,529-94.6% | $68,490-90.7% |
| Participation rate | 83.6% | 56.8%+26.9pp | 70.6%+13.0pp | 67.9%+15.7pp |
| Annual return | -22.46% | -14.52%-7.9pp | 29.77%-52.2pp | -7.85%-14.6pp |
| Employer contribution / active EE | $0 | $1,506-100.0% | $4,179-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $4,867 | $2,637+84.5% | $4,072+19.5% | $4,028+20.8% |
| Admin fee / account holder | $1,009 | $4,023-74.9% | $5,645-82.1% | $5,403-81.3% |