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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 | $12,859 | $138,102-90.7% | $125,381-89.7% | $134,532-90.4% |
| Participation rate | 85.7% | 84.5%+1.2pp | 82.4%+3.3pp | 81.2%+4.5pp |
| Annual return | -23.16% | 750.73%-773.9pp | 572.31%-595.5pp | 418.27%-441.4pp |
| Employer contribution / active EE | $699 | $5,245-86.7% | $4,815-85.5% | $4,741-85.3% |
| Participant deferral / active EE | $5,443 | $7,801-30.2% | $7,448-26.9% | $6,401-15.0% |
| Admin fee / account holder | $421 | $11,568-96.4% | $10,007-95.8% | $11,429-96.3% |