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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 | $1,230 | $81,276-98.5% | $155,574-99.2% | $80,925-98.5% |
| Participation rate | 76.0% | 66.2%+9.8pp | 78.2%-2.2pp | 67.7%+8.3pp |
| Annual return | -276.33% | 33.36%-309.7pp | 64.87%-341.2pp | 35.65%-312.0pp |
| Employer contribution / active EE | $88 | $3,103-97.2% | $4,676-98.1% | $2,756-96.8% |
| Participant deferral / active EE | $1,030 | $3,453-70.2% | $5,629-81.7% | $4,299-76.0% |
| Admin fee / account holder | $322 | $7,993-96.0% | $15,914-98.0% | $6,940-95.4% |