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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 | $3,779 | $138,114-97.3% | $125,391-97.0% | $134,545-97.2% |
| Participation rate | 82.4% | 84.5%-2.1pp | 82.4%0pp | 81.2%+1.1pp |
| Annual return | -58.64% | 750.88%-809.5pp | 572.41%-631.1pp | 418.37%-477.0pp |
| Employer contribution / active EE | $753 | $5,246-85.6% | $4,816-84.4% | $4,742-84.1% |
| Participant deferral / active EE | $2,863 | $7,801-63.3% | $7,448-61.6% | $6,401-55.3% |
| Admin fee / account holder | $630 | $11,570-94.6% | $10,009-93.7% | $11,431-94.5% |