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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 | $102,385-97.1% | $147,080-98.0% | $80,935-96.3% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 8.41% | 135.09%-126.7pp | 420.17%-411.8pp | 35.66%-27.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,625 | $6,651-60.5% | $8,066-67.5% | $4,299-38.9% |
| Admin fee / account holder | $411 | $7,951-94.8% | $12,989-96.8% | $6,924-94.1% |