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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 | $11,355 | $60,119-81.1% | $90,430-87.4% | $79,858-85.8% |
| Participation rate | 81.6% | 65.0%+16.6pp | 72.7%+8.9pp | 69.6%+11.9pp |
| Annual return | 7.34% | 71.94%-64.6pp | 1293.73%-1286.4pp | 31.72%-24.4pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $979 | $2,938-66.7% | $3,963-75.3% | $3,740-73.8% |
| Admin fee / account holder | $556 | $3,976-86.0% | $5,613-90.1% | $5,306-89.5% |