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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 | $6,632 | $73,009-90.9% | $90,760-92.7% | $68,486-90.3% |
| Participation rate | 78.3% | 70.8%+7.4pp | 75.7%+2.6pp | 67.9%+10.4pp |
| Annual return | -19.35% | -13.81%-5.5pp | -12.16%-7.2pp | -7.85%-11.5pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $2,922-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $2,289 | $3,626-36.9% | $4,565-49.9% | $4,028-43.2% |
| Admin fee / account holder | $535 | $5,896-90.9% | $8,444-93.7% | $5,404-90.1% |