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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 | $998 | $29,667-96.6% | $56,441-98.2% | $80,874-98.8% |
| Participation rate | 77.4% | 41.7%+35.7pp | 52.5%+24.9pp | 67.6%+9.8pp |
| Annual return | 6.15% | 35.22%-29.1pp | 1704.21%-1698.1pp | 35.62%-29.5pp |
| Employer contribution / active EE | $16 | $669-97.7% | $1,039-98.5% | $2,756-99.4% |
| Participant deferral / active EE | $703 | $1,227-42.7% | $1,953-64.0% | $4,297-83.6% |
| Admin fee / account holder | $323 | $2,429-86.7% | $2,829-88.6% | $6,935-95.3% |