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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 | $6,635 | $172,111-96.1% | $150,298-95.6% | $137,256-95.2% |
| Participation rate | 87.5% | 81.7%+5.8pp | 77.8%+9.7pp | 80.0%+7.5pp |
| Annual return | -20.72% | 69.37%-90.1pp | 62.79%-83.5pp | 220.34%-241.1pp |
| Employer contribution / active EE | $392 | $4,636-91.5% | $4,154-90.6% | $4,156-90.6% |
| Participant deferral / active EE | $3,947 | $6,166-36.0% | $5,453-27.6% | $6,407-38.4% |
| Admin fee / account holder | $1,736 | $16,471-89.5% | $14,116-87.7% | $12,270-85.9% |