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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 | $4,886 | $111,535-95.6% | $105,223-95.4% | $137,256-96.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | 0.11% | 237.85%-237.7pp | 180.65%-180.5pp | 220.34%-220.2pp |
| Employer contribution / active EE | $330 | $3,939-91.6% | $3,689-91.0% | $4,156-92.1% |
| Participant deferral / active EE | $1,861 | $5,500-66.2% | $5,072-63.3% | $6,407-71.0% |
| Admin fee / account holder | $680 | $9,721-93.0% | $8,859-92.3% | $12,270-94.5% |