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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 | $8,667 | $59,107-85.3% | $86,439-90.0% | $68,495-87.3% |
| Participation rate | 91.9% | 75.2%+16.6pp | 80.3%+11.6pp | 67.9%+24.0pp |
| Annual return | -24.15% | -0.23%-23.9pp | 4395.55%-4419.7pp | -7.84%-16.3pp |
| Employer contribution / active EE | $0 | $2,519-100.0% | $3,769-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $6,509 | $5,901+10.3% | $6,952-6.4% | $4,028+61.6% |
| Admin fee / account holder | $441 | $5,637-92.2% | $6,732-93.4% | $5,403-91.8% |