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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 | $3,345 | $124,425-97.3% | $112,040-97.0% | $137,256-97.6% |
| Participation rate | 100.0% | 79.3%+20.7pp | 76.5%+23.5pp | 80.0%+20.0pp |
| Annual return | -68.18% | 24.72%-92.9pp | 24.52%-92.7pp | 220.34%-288.5pp |
| Employer contribution / active EE | $571 | $3,411-83.3% | $2,954-80.7% | $4,156-86.3% |
| Participant deferral / active EE | $2,434 | $5,718-57.4% | $5,098-52.2% | $6,407-62.0% |
| Admin fee / account holder | $900 | $15,207-94.1% | $12,098-92.6% | $12,270-92.7% |