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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 | $8,784 | $154,193-94.3% | $130,045-93.2% | $139,466-93.7% |
| Participation rate | 84.6% | 82.0%+2.7pp | 78.5%+6.1pp | 80.3%+4.3pp |
| Annual return | -5.16% | 32.51%-37.7pp | -137.30%+132.1pp | 373.66%-378.8pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,483 | $6,709-33.2% | $5,820-23.0% | $6,712-33.2% |
| Admin fee / account holder | $1,644 | $13,989-88.3% | $10,600-84.5% | $11,409-85.6% |