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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 | $8,316 | $165,381-95.0% | $149,730-94.4% | $158,966-94.8% |
| Participation rate | 100.0% | 84.6%+15.4pp | 82.5%+17.5pp | 82.0%+18.0pp |
| Annual return | -13.68% | 348.29%-362.0pp | 276.70%-290.4pp | 302.95%-316.6pp |
| Employer contribution / active EE | $1,614 | $5,104-68.4% | $4,645-65.3% | $4,762-66.1% |
| Participant deferral / active EE | $2,045 | $7,182-71.5% | $6,843-70.1% | $5,983-65.8% |
| Admin fee / account holder | $2,102 | $10,809-80.6% | $9,310-77.4% | $11,250-81.3% |