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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 | $6,628 | $175,231-96.2% | $149,696-95.6% | $139,466-95.2% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | -28.09% | 166.77%-194.9pp | 134.46%-162.5pp | 373.66%-401.8pp |
| Employer contribution / active EE | $695 | $5,478-87.3% | $4,821-85.6% | $4,754-85.4% |
| Participant deferral / active EE | $2,273 | $6,521-65.1% | $5,682-60.0% | $6,712-66.1% |
| Admin fee / account holder | $1,762 | $16,155-89.1% | $13,212-86.7% | $11,409-84.6% |