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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 | $6,657 | $138,075-95.2% | $123,552-94.6% | $135,379-95.1% |
| Participation rate | 100.0% | 84.7%+15.3pp | 82.3%+17.7pp | 82.6%+17.4pp |
| Annual return | -10.33% | 153.70%-164.0pp | 119.20%-129.5pp | 519.79%-530.1pp |
| Employer contribution / active EE | $831 | $5,152-83.9% | $4,628-82.1% | $4,779-82.6% |
| Participant deferral / active EE | $5,189 | $6,800-23.7% | $6,426-19.3% | $5,609-7.5% |
| Admin fee / account holder | $857 | $10,917-92.2% | $9,285-90.8% | $10,828-92.1% |