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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 | $14,247 | $185,883-92.3% | $170,043-91.6% | $139,466-89.8% |
| Participation rate | 100.0% | 87.8%+12.2pp | 87.0%+13.0pp | 80.3%+19.7pp |
| Annual return | -1.14% | 60.54%-61.7pp | 53.40%-54.5pp | 373.66%-374.8pp |
| Employer contribution / active EE | $1,257 | $7,596-83.5% | $6,790-81.5% | $4,754-73.6% |
| Participant deferral / active EE | $6,151 | $11,626-47.1% | $10,410-40.9% | $6,712-8.4% |
| Admin fee / account holder | $3,888 | $15,393-74.7% | $12,824-69.7% | $11,409-65.9% |