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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 | $15,273 | $167,362-90.9% | $143,799-89.4% | $134,532-88.6% |
| Participation rate | 70.0% | 84.8%-14.8pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -29.84% | 0.47%-30.3pp | -0.04%-29.8pp | 418.27%-448.1pp |
| Employer contribution / active EE | $942 | $5,620-83.2% | $4,952-81.0% | $4,741-80.1% |
| Participant deferral / active EE | $4,384 | $6,447-32.0% | $5,638-22.2% | $6,401-31.5% |
| Admin fee / account holder | $646 | $18,094-96.4% | $14,677-95.6% | $11,429-94.3% |