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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 | $16,000 | $180,466-91.1% | $154,114-89.6% | $135,382-88.2% |
| Participation rate | 73.7% | 87.4%-13.7pp | 83.0%-9.4pp | 82.6%-9.0pp |
| Annual return | -12.20% | 888.15%-900.4pp | 735.16%-747.4pp | 519.77%-532.0pp |
| Employer contribution / active EE | $418 | $6,035-93.1% | $5,298-92.1% | $4,779-91.3% |
| Participant deferral / active EE | $2,784 | $5,806-52.0% | $5,081-45.2% | $5,609-50.4% |
| Admin fee / account holder | $604 | $16,144-96.3% | $13,411-95.5% | $10,829-94.4% |