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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 | $5,369 | $58,848-90.9% | $88,179-93.9% | $82,637-93.5% |
| Participation rate | 87.5% | 57.9%+29.6pp | 69.1%+18.4pp | 68.1%+19.4pp |
| Annual return | -0.42% | 22.76%-23.2pp | 64.97%-65.4pp | 53.51%-53.9pp |
| Employer contribution / active EE | $0 | $1,678-100.0% | $2,549-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $4,080 | $3,124+30.6% | $4,614-11.6% | $4,126-1.1% |
| Admin fee / account holder | $723 | $4,795-84.9% | $7,673-90.6% | $7,339-90.2% |