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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 | $2,919 | $59,107-95.1% | $86,439-96.6% | $68,495-95.7% |
| Participation rate | 76.9% | 75.2%+1.7pp | 80.3%-3.4pp | 67.9%+9.0pp |
| Annual return | -26.40% | -0.23%-26.2pp | 4395.55%-4422.0pp | -7.84%-18.6pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $3,937 | $5,901-33.3% | $6,952-43.4% | $4,028-2.2% |
| Admin fee / account holder | $402 | $5,637-92.9% | $6,732-94.0% | $5,403-92.6% |