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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 | $3,637 | $57,119-93.6% | $85,187-95.7% | $80,935-95.5% |
| Participation rate | 86.5% | 56.4%+30.1pp | 67.5%+19.0pp | 67.7%+18.9pp |
| Annual return | -9.30% | 21.70%-31.0pp | 66.67%-76.0pp | 35.66%-45.0pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,732-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,542 | $3,115-18.4% | $4,525-43.8% | $4,299-40.9% |
| Admin fee / account holder | $520 | $4,990-89.6% | $6,162-91.6% | $6,924-92.5% |