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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 | $4,270 | $178,174-97.6% | $156,181-97.3% | $137,256-96.9% |
| Participation rate | 86.7% | 82.0%+4.6pp | 78.8%+7.8pp | 80.0%+6.7pp |
| Annual return | -44.14% | 84.19%-128.3pp | 64.87%-109.0pp | 220.34%-264.5pp |
| Employer contribution / active EE | $499 | $4,972-90.0% | $4,294-88.4% | $4,156-88.0% |
| Participant deferral / active EE | $2,528 | $6,888-63.3% | $6,132-58.8% | $6,407-60.5% |
| Admin fee / account holder | $1,471 | $17,404-91.6% | $14,586-89.9% | $12,270-88.0% |