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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 | $14,139 | $58,600-75.9% | $83,327-83.0% | $64,173-78.0% |
| Participation rate | 81.1% | 72.0%+9.0pp | 77.8%+3.3pp | 69.6%+11.5pp |
| Annual return | -15.62% | 9.66%-25.3pp | 10.64%-26.3pp | 7.63%-23.3pp |
| Employer contribution / active EE | $0 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,116 | $4,656-54.5% | $5,565-62.0% | $3,470-39.0% |
| Admin fee / account holder | $1,346 | $9,282-85.5% | $7,540-82.1% | $4,887-72.5% |