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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 | $7,806 | $92,219-91.5% | $76,768-89.8% | $135,379-94.2% |
| Participation rate | 100.0% | 79.8%+20.2pp | 77.0%+23.0pp | 82.6%+17.4pp |
| Annual return | -20.13% | 5.46%-25.6pp | 2.43%-22.6pp | 519.79%-539.9pp |
| Employer contribution / active EE | $1,272 | $3,216-60.5% | $2,485-48.8% | $4,779-73.4% |
| Participant deferral / active EE | $804 | $4,508-82.2% | $3,852-79.1% | $5,609-85.7% |
| Admin fee / account holder | $537 | $10,749-95.0% | $6,675-92.0% | $10,828-95.0% |