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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 | $12,678 | $85,171-85.1% | $172,753-92.7% | $72,976-82.6% |
| Participation rate | 94.7% | 70.1%+24.7pp | 82.6%+12.1pp | 69.5%+25.2pp |
| Annual return | 4.18% | 27.32%-23.1pp | 803.00%-798.8pp | 81.02%-76.8pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,641 | $3,260-49.7% | $5,198-68.4% | $3,608-54.5% |
| Admin fee / account holder | $10,253 | $5,880+74.4% | $13,956-26.5% | $5,124+100.1% |