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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 | $2,878 | $138,102-97.9% | $125,381-97.7% | $134,532-97.9% |
| Participation rate | 90.0% | 84.5%+5.5pp | 82.4%+7.6pp | 81.2%+8.8pp |
| Annual return | -928.86% | 750.73%-1679.6pp | 572.31%-1501.2pp | 418.27%-1347.1pp |
| Employer contribution / active EE | $1 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,925 | $7,801-11.2% | $7,448-7.0% | $6,401+8.2% |
| Admin fee / account holder | $4,208 | $11,568-63.6% | $10,007-58.0% | $11,429-63.2% |