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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 | $6,246 | $99,668-93.7% | $86,451-92.8% | $134,545-95.4% |
| Participation rate | 90.0% | 82.1%+7.9pp | 80.3%+9.7pp | 81.2%+8.8pp |
| Annual return | -36.57% | 6789.61%-6826.2pp | 4398.51%-4435.1pp | 418.37%-454.9pp |
| Employer contribution / active EE | $0 | $4,403-100.0% | $3,770-100.0% | $4,742-100.0% |
| Participant deferral / active EE | $10,307 | $7,249+42.2% | $6,953+48.2% | $6,401+61.0% |
| Admin fee / account holder | $643 | $8,377-92.3% | $6,734-90.4% | $11,431-94.4% |