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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 | $9,380 | $99,644-90.6% | $86,438-89.1% | $134,532-93.0% |
| Participation rate | 85.7% | 82.1%+3.7pp | 80.3%+5.4pp | 81.2%+4.5pp |
| Annual return | -36.69% | 6787.26%-6823.9pp | 4397.19%-4433.9pp | 418.27%-455.0pp |
| Employer contribution / active EE | $0 | $4,402-100.0% | $3,769-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $8,377 | $7,247+15.6% | $6,952+20.5% | $6,401+30.9% |
| Admin fee / account holder | $2,112 | $8,375-74.8% | $6,733-68.6% | $11,429-81.5% |