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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 | $12,255 | $72,177-83.0% | $115,038-89.3% | $59,633-79.4% |
| Participation rate | 84.6% | 72.6%+12.1pp | 81.4%+3.2pp | 68.7%+15.9pp |
| Annual return | -9.28% | 12.02%-21.3pp | 26.14%-35.4pp | 2041.45%-2050.7pp |
| Employer contribution / active EE | $0 | $2,841-100.0% | $4,608-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $5,581 | $4,783+16.7% | $6,026-7.4% | $3,192+74.9% |
| Admin fee / account holder | $1,157 | $4,927-76.5% | $8,175-85.8% | $4,297-73.1% |