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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 | $10,024 | $223,823-95.5% | $211,142-95.3% | $154,746-93.5% |
| Participation rate | 75.0% | 87.9%-12.9pp | 87.3%-12.3pp | 80.7%-5.7pp |
| Annual return | -23.53% | 50.39%-73.9pp | 46.84%-70.4pp | 172.34%-195.9pp |
| Employer contribution / active EE | $1,026 | $6,787-84.9% | $6,442-84.1% | $4,379-76.6% |
| Participant deferral / active EE | $4,059 | $9,750-58.4% | $9,284-56.3% | $6,730-39.7% |
| Admin fee / account holder | $2,691 | $19,707-86.3% | $19,076-85.9% | $14,365-81.3% |