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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 | $3,217 | $111,787-97.1% | $93,681-96.6% | $145,978-97.8% |
| Participation rate | 87.5% | 74.2%+13.3pp | 68.7%+18.8pp | 80.3%+7.2pp |
| Annual return | -64.75% | 203.52%-268.3pp | 133.47%-198.2pp | 550.52%-615.3pp |
| Employer contribution / active EE | $135 | $3,093-95.6% | $2,422-94.4% | $4,662-97.1% |
| Participant deferral / active EE | $3,073 | $4,918-37.5% | $4,415-30.4% | $6,690-54.1% |
| Admin fee / account holder | $1,021 | $10,256-90.0% | $8,290-87.7% | $13,400-92.4% |