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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 | $11,885 | $167,353-92.9% | $143,797-91.7% | $134,545-91.2% |
| Participation rate | 72.7% | 84.8%-12.1pp | 80.3%-7.6pp | 81.2%-8.5pp |
| Annual return | -26.42% | 0.48%-26.9pp | -0.04%-26.4pp | 418.37%-444.8pp |
| Employer contribution / active EE | $175 | $5,620-96.9% | $4,952-96.5% | $4,742-96.3% |
| Participant deferral / active EE | $5,914 | $6,447-8.3% | $5,638+4.9% | $6,401-7.6% |
| Admin fee / account holder | $470 | $18,096-97.4% | $14,679-96.8% | $11,431-95.9% |