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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 | $8,388 | $87,544-90.4% | $75,784-88.9% | $125,388-93.3% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -12.67% | 13.49%-26.2pp | 9.68%-22.3pp | 282.24%-294.9pp |
| Employer contribution / active EE | $6,236 | $3,930+58.7% | $3,323+87.6% | $4,866+28.1% |
| Participant deferral / active EE | $402 | $4,229-90.5% | $3,652-89.0% | $5,352-92.5% |
| Admin fee / account holder | $2,682 | $6,502-58.8% | $5,300-49.4% | $9,541-71.9% |