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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 | $4,045 | $112,729-96.4% | $98,716-95.9% | $137,256-97.1% |
| Participation rate | 72.7% | 74.2%-1.5pp | 69.3%+3.4pp | 80.0%-7.2pp |
| Annual return | -65.78% | 38.48%-104.3pp | 31.81%-97.6pp | 220.34%-286.1pp |
| Employer contribution / active EE | $159 | $2,725-94.1% | $2,279-93.0% | $4,156-96.2% |
| Participant deferral / active EE | $2,250 | $4,640-51.5% | $4,048-44.4% | $6,407-64.9% |
| Admin fee / account holder | $2,603 | $10,129-74.3% | $8,703-70.1% | $12,270-78.8% |