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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 | $5,639 | $167,353-96.6% | $143,797-96.1% | $134,545-95.8% |
| Participation rate | 100.0% | 84.8%+15.2pp | 80.3%+19.7pp | 81.2%+18.8pp |
| Annual return | -45.32% | 0.48%-45.8pp | -0.04%-45.3pp | 418.37%-463.7pp |
| Employer contribution / active EE | $993 | $5,620-82.3% | $4,952-80.0% | $4,742-79.1% |
| Participant deferral / active EE | $2,619 | $6,447-59.4% | $5,638-53.5% | $6,401-59.1% |
| Admin fee / account holder | $325 | $18,096-98.2% | $14,679-97.8% | $11,431-97.2% |