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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 | $15,020 | $142,409-89.5% | $119,634-87.4% | $134,545-88.8% |
| Participation rate | 85.7% | 82.8%+2.9pp | 79.3%+6.4pp | 81.2%+4.5pp |
| Annual return | -25.71% | -12.46%-13.3pp | -14.98%-10.7pp | 418.37%-444.1pp |
| Employer contribution / active EE | $1,015 | $5,224-80.6% | $4,232-76.0% | $4,742-78.6% |
| Participant deferral / active EE | $6,197 | $6,468-4.2% | $5,601+10.6% | $6,401-3.2% |
| Admin fee / account holder | $1,024 | $13,594-92.5% | $10,329-90.1% | $11,431-91.0% |