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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 | $5,227 | $172,111-97.0% | $150,298-96.5% | $137,256-96.2% |
| Participation rate | 86.4% | 81.7%+4.6pp | 77.8%+8.6pp | 80.0%+6.4pp |
| Annual return | -1.21% | 69.37%-70.6pp | 62.79%-64.0pp | 220.34%-221.6pp |
| Employer contribution / active EE | $452 | $4,636-90.3% | $4,154-89.1% | $4,156-89.1% |
| Participant deferral / active EE | $2,257 | $6,166-63.4% | $5,453-58.6% | $6,407-64.8% |
| Admin fee / account holder | $1,019 | $16,471-93.8% | $14,116-92.8% | $12,270-91.7% |