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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 | $12,276 | $102,393-88.0% | $147,041-91.7% | $80,911-84.8% |
| Participation rate | 96.4% | 75.9%+20.6pp | 82.2%+14.3pp | 67.6%+28.8pp |
| Annual return | 11.59% | 134.95%-123.4pp | 419.21%-407.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $368 | $3,715-90.1% | $4,935-92.5% | $2,756-86.7% |
| Participant deferral / active EE | $2,866 | $6,647-56.9% | $8,071-64.5% | $4,297-33.3% |
| Admin fee / account holder | $630 | $7,943-92.1% | $13,006-95.2% | $6,935-90.9% |