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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 | $9,732 | $138,078-93.0% | $125,363-92.2% | $134,509-92.8% |
| Participation rate | 87.5% | 84.5%+3.0pp | 82.4%+5.1pp | 81.2%+6.3pp |
| Annual return | -28.67% | 750.49%-779.2pp | 572.15%-600.8pp | 418.13%-446.8pp |
| Employer contribution / active EE | $6 | $5,245-99.9% | $4,815-99.9% | $4,741-99.9% |
| Participant deferral / active EE | $10,472 | $7,800+34.3% | $7,447+40.6% | $6,400+63.6% |
| Admin fee / account holder | $3,053 | $11,566-73.6% | $10,005-69.5% | $11,427-73.3% |