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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 | $2,766 | $95,915-97.1% | $79,580-96.5% | $134,532-97.9% |
| Participation rate | 73.9% | 75.0%-1.1pp | 69.5%+4.4pp | 81.2%-7.3pp |
| Annual return | -44.19% | -2.71%-41.5pp | 0.15%-44.3pp | 418.27%-462.5pp |
| Employer contribution / active EE | $432 | $3,129-86.2% | $2,413-82.1% | $4,741-90.9% |
| Participant deferral / active EE | $1,742 | $4,693-62.9% | $3,985-56.3% | $6,401-72.8% |
| Admin fee / account holder | $337 | $9,132-96.3% | $6,835-95.1% | $11,429-97.0% |