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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 | $213,785-98.0% | $185,441-97.7% | $155,188-97.2% |
| Participation rate | 86.7% | 83.2%+3.4pp | 80.3%+6.4pp | 80.8%+5.9pp |
| Annual return | -44.14% | 19.97%-64.1pp | 20.16%-64.3pp | 148.84%-193.0pp |
| Employer contribution / active EE | $499 | $5,393-90.7% | $4,672-89.3% | $4,248-88.3% |
| Participant deferral / active EE | $2,528 | $6,864-63.2% | $6,152-58.9% | $6,531-61.3% |
| Admin fee / account holder | $1,471 | $21,134-93.0% | $17,890-91.8% | $14,480-89.8% |