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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 | $5,652 | $56,197-89.9% | $67,652-91.6% | $59,633-90.5% |
| Participation rate | 86.0% | 71.5%+14.6pp | 75.7%+10.4pp | 68.7%+17.4pp |
| Annual return | -7.17% | 18508.10%-18515.3pp | 6625.40%-6632.6pp | 2041.45%-2048.6pp |
| Employer contribution / active EE | $300 | $1,615-81.4% | $2,266-86.7% | $2,203-86.4% |
| Participant deferral / active EE | $1,648 | $2,844-42.0% | $3,560-53.7% | $3,192-48.4% |
| Admin fee / account holder | $1,200 | $3,958-69.7% | $4,821-75.1% | $4,297-72.1% |