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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 | $8,140 | $60,139-86.5% | $90,461-91.0% | $79,856-89.8% |
| Participation rate | 86.2% | 65.0%+21.2pp | 72.7%+13.5pp | 69.6%+16.6pp |
| Annual return | 7.27% | 71.96%-64.7pp | 1294.76%-1287.5pp | 31.71%-24.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,063 | $2,939+38.2% | $3,964+2.5% | $3,741+8.6% |
| Admin fee / account holder | $2,101 | $3,978-47.2% | $5,617-62.6% | $5,306-60.4% |