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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 | $7,942 | $183,516-95.7% | $155,534-94.9% | $145,884-94.6% |
| Participation rate | 100.0% | 82.7%+17.3pp | 78.2%+21.8pp | 80.3%+19.7pp |
| Annual return | -17.93% | 61.43%-79.4pp | 64.92%-82.8pp | 551.85%-569.8pp |
| Employer contribution / active EE | $631 | $5,315-88.1% | $4,675-86.5% | $4,662-86.5% |
| Participant deferral / active EE | $7,303 | $6,467+12.9% | $5,630+29.7% | $6,690+9.2% |
| Admin fee / account holder | $2,256 | $19,293-88.3% | $15,900-85.8% | $13,392-83.2% |