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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 | $17,622 | $82,674-78.7% | $125,381-85.9% | $68,486-74.3% |
| Participation rate | 81.8% | 75.1%+6.8pp | 82.4%-0.6pp | 67.9%+13.9pp |
| Annual return | -23.10% | -5.97%-17.1pp | 572.31%-595.4pp | -7.85%-15.2pp |
| Employer contribution / active EE | $0 | $3,382-100.0% | $4,815-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $11,116 | $6,111+81.9% | $7,448+49.2% | $4,028+176.0% |
| Admin fee / account holder | $1,111 | $6,277-82.3% | $10,007-88.9% | $5,404-79.4% |