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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 | $11,980 | $166,242-92.8% | $165,071-92.7% | $145,884-91.8% |
| Participation rate | 85.7% | 82.0%+3.7pp | 78.6%+7.1pp | 80.3%+5.4pp |
| Annual return | -13.96% | 100.44%-114.4pp | 70.17%-84.1pp | 551.85%-565.8pp |
| Employer contribution / active EE | $501 | $5,283-90.5% | $4,347-88.5% | $4,662-89.3% |
| Participant deferral / active EE | $2,370 | $6,964-66.0% | $6,035-60.7% | $6,690-64.6% |
| Admin fee / account holder | $2,308 | $16,658-86.1% | $12,695-81.8% | $13,392-82.8% |