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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 | $4,298 | $110,083-96.1% | $151,639-97.2% | $68,486-93.7% |
| Participation rate | 84.0% | 84.0%0pp | 87.5%-3.5pp | 67.9%+16.1pp |
| Annual return | -20.55% | -10.12%-10.4pp | 3.34%-23.9pp | -7.85%-12.7pp |
| Employer contribution / active EE | $0 | $4,470-100.0% | $6,165-100.0% | $2,597-100.0% |
| Participant deferral / active EE | $3,612 | $6,526-44.6% | $8,363-56.8% | $4,028-10.3% |
| Admin fee / account holder | $2,441 | $7,718-68.4% | $11,613-79.0% | $5,404-54.8% |