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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 | $8,464 | $172,111-95.1% | $150,298-94.4% | $137,256-93.8% |
| Participation rate | 88.9% | 81.7%+7.2pp | 77.8%+11.1pp | 80.0%+8.9pp |
| Annual return | -7.75% | 69.37%-77.1pp | 62.79%-70.5pp | 220.34%-228.1pp |
| Employer contribution / active EE | $0 | $4,636-100.0% | $4,154-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,808 | $6,166-22.0% | $5,453-11.8% | $6,407-25.0% |
| Admin fee / account holder | $1,526 | $16,471-90.7% | $14,116-89.2% | $12,270-87.6% |