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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 | $2,491 | $56,063-95.6% | $76,051-96.7% | $80,911-96.9% |
| Participation rate | 72.7% | 62.0%+10.7pp | 69.1%+3.6pp | 67.6%+5.1pp |
| Annual return | -1.75% | 20.54%-22.3pp | 360.42%-362.2pp | 35.63%-37.4pp |
| Employer contribution / active EE | $237 | $1,874-87.4% | $2,690-91.2% | $2,756-91.4% |
| Participant deferral / active EE | $1,171 | $3,052-61.6% | $4,257-72.5% | $4,297-72.7% |
| Admin fee / account holder | $519 | $5,240-90.1% | $6,416-91.9% | $6,935-92.5% |