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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 | $2,634 | $82,314-96.8% | $68,808-96.2% | $134,532-98.0% |
| Participation rate | 84.6% | 75.1%+9.6pp | 69.0%+15.6pp | 81.2%+3.4pp |
| Annual return | -30.28% | -2.18%-28.1pp | -6.37%-23.9pp | 418.27%-448.5pp |
| Employer contribution / active EE | $85 | $3,301-97.4% | $2,656-96.8% | $4,741-98.2% |
| Participant deferral / active EE | $2,143 | $4,740-54.8% | $3,942-45.6% | $6,401-66.5% |
| Admin fee / account holder | $417 | $6,484-93.6% | $4,936-91.6% | $11,429-96.4% |