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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 | $22,170 | $209,336-89.4% | $197,124-88.8% | $137,256-83.8% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -18.84% | 48.09%-66.9pp | 44.34%-63.2pp | 220.34%-239.2pp |
| Employer contribution / active EE | $514 | $6,591-92.2% | $6,227-91.8% | $4,156-87.6% |
| Participant deferral / active EE | $8,827 | $9,614-8.2% | $9,135-3.4% | $6,407+37.8% |
| Admin fee / account holder | $6,295 | $17,308-63.6% | $16,298-61.4% | $12,270-48.7% |