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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 | $2,198 | $58,600-96.3% | $83,327-97.4% | $64,173-96.6% |
| Participation rate | 81.8% | 72.0%+9.8pp | 77.8%+4.1pp | 69.6%+12.2pp |
| Annual return | -15.63% | 9.66%-25.3pp | 10.64%-26.3pp | 7.63%-23.3pp |
| Employer contribution / active EE | $1 | $2,098-100.0% | $3,379-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $1,991 | $4,656-57.2% | $5,565-64.2% | $3,470-42.6% |
| Admin fee / account holder | $959 | $9,282-89.7% | $7,540-87.3% | $4,887-80.4% |