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Participant 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 | $14,827 | $77,817-80.9% | $123,553-88.0% | $64,173-76.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 82.3%+17.7pp | 69.6%+30.4pp |
| Annual return | -9.38% | 12.49%-21.9pp | 119.21%-128.6pp | 7.63%-17.0pp |
| Employer contribution / active EE | $1,612 | $3,014-46.5% | $4,628-65.2% | $2,381-32.3% |
| Participant deferral / active EE | $2,080 | $5,240-60.3% | $6,426-67.6% | $3,470-40.0% |
| Admin fee / account holder | $560 | $5,519-89.9% | $9,284-94.0% | $4,887-88.5% |