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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 | $11,743 | $102,422-88.5% | $147,117-92.0% | $80,959-85.5% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.46% | 135.16%-124.7pp | 420.54%-410.1pp | 35.67%-25.2pp |
| Employer contribution / active EE | $2,165 | $3,717-41.8% | $4,932-56.1% | $2,757-21.5% |
| Participant deferral / active EE | $2,339 | $6,652-64.8% | $8,065-71.0% | $4,300-45.6% |
| Admin fee / account holder | $986 | $7,953-87.6% | $12,993-92.4% | $6,925-85.8% |