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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 | $14,798 | $82,674-82.1% | $125,363-88.2% | $68,495-78.4% |
| Participation rate | 82.4% | 75.0%+7.3pp | 82.4%0pp | 67.9%+14.5pp |
| Annual return | -21.23% | -5.97%-15.3pp | 572.15%-593.4pp | -7.84%-13.4pp |
| Employer contribution / active EE | $75 | $3,382-97.8% | $4,815-98.5% | $2,596-97.1% |
| Participant deferral / active EE | $6,028 | $6,111-1.4% | $7,447-19.1% | $4,028+49.7% |
| Admin fee / account holder | $710 | $6,276-88.7% | $10,005-92.9% | $5,403-86.9% |