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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 | $4,217 | $110,337-96.2% | $102,383-95.9% | $145,877-97.1% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.5%+14.4pp | 80.3%+8.6pp |
| Annual return | -25.24% | 24.83%-50.1pp | 24.94%-50.2pp | 551.28%-576.5pp |
| Employer contribution / active EE | $758 | $4,216-82.0% | $3,870-80.4% | $4,663-83.7% |
| Participant deferral / active EE | $2,789 | $5,621-50.4% | $5,060-44.9% | $6,691-58.3% |
| Admin fee / account holder | $2,117 | $9,750-78.3% | $8,391-74.8% | $13,402-84.2% |