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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 | $3,315 | $167,352-98.0% | $143,788-97.7% | $134,509-97.5% |
| Participation rate | 71.4% | 84.8%-13.4pp | 80.3%-8.9pp | 81.2%-9.8pp |
| Annual return | -97.24% | 0.47%-97.7pp | -0.03%-97.2pp | 418.13%-515.4pp |
| Employer contribution / active EE | $451 | $5,620-92.0% | $4,952-90.9% | $4,741-90.5% |
| Participant deferral / active EE | $2,144 | $6,447-66.7% | $5,638-62.0% | $6,400-66.5% |
| Admin fee / account holder | $361 | $18,091-98.0% | $14,675-97.5% | $11,427-96.8% |