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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 | $18,372 | $91,537-79.9% | $130,045-85.9% | $75,173-75.6% |
| Participation rate | 86.8% | 71.5%+15.4pp | 78.5%+8.3pp | 67.2%+19.6pp |
| Annual return | 6.04% | -631.55%+637.6pp | -137.30%+143.3pp | 160.72%-154.7pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,184 | $4,343-49.7% | $5,820-62.5% | $4,126-47.1% |
| Admin fee / account holder | $2,199 | $6,780-67.6% | $10,600-79.3% | $5,651-61.1% |