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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 | $3,007 | $102,382-97.1% | $147,005-98.0% | $80,874-96.3% |
| Participation rate | 88.1% | 75.8%+12.2pp | 82.2%+5.9pp | 67.6%+20.4pp |
| Annual return | 8.41% | 134.89%-126.5pp | 418.76%-410.3pp | 35.62%-27.2pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,625 | $6,646-60.5% | $8,070-67.5% | $4,297-38.9% |
| Admin fee / account holder | $411 | $7,942-94.8% | $13,006-96.8% | $6,935-94.1% |