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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 | $11,459 | $90,486-87.3% | $78,676-85.4% | $273,972-95.8% |
| Participation rate | 77.8% | 76.5%+1.3pp | 73.6%+4.2pp | 83.0%-5.2pp |
| Annual return | -0.47% | 75.62%-76.1pp | 62.19%-62.7pp | 41.46%-41.9pp |
| Employer contribution / active EE | $9 | $3,175-99.7% | $2,850-99.7% | $4,869-99.8% |
| Participant deferral / active EE | $821 | $3,901-79.0% | $3,517-76.7% | $5,287-84.5% |
| Admin fee / account holder | $4,080 | $5,263-22.5% | $4,510-9.5% | $10,133-59.7% |