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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 | $9,351 | $167,362-94.4% | $143,799-93.5% | $134,532-93.0% |
| Participation rate | 83.3% | 84.8%-1.5pp | 80.3%+3.0pp | 81.2%+2.1pp |
| Annual return | -21.93% | 0.47%-22.4pp | -0.04%-21.9pp | 418.27%-440.2pp |
| Employer contribution / active EE | $740 | $5,620-86.8% | $4,952-85.1% | $4,741-84.4% |
| Participant deferral / active EE | $3,926 | $6,447-39.1% | $5,638-30.4% | $6,401-38.7% |
| Admin fee / account holder | $660 | $18,094-96.4% | $14,677-95.5% | $11,429-94.2% |