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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 | $12,782 | $85,171-85.0% | $172,752-92.6% | $72,975-82.5% |
| Participation rate | 96.9% | 70.1%+26.9pp | 82.6%+14.3pp | 69.5%+27.4pp |
| Annual return | -3.29% | 27.32%-30.6pp | 802.97%-806.3pp | 81.01%-84.3pp |
| Employer contribution / active EE | $374 | $3,324-88.7% | $5,144-92.7% | $2,440-84.7% |
| Participant deferral / active EE | $1,391 | $3,260-57.3% | $5,198-73.2% | $3,608-61.4% |
| Admin fee / account holder | $3,196 | $5,880-45.6% | $13,955-77.1% | $5,124-37.6% |