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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 | $6,827 | $65,712-89.6% | $57,196-88.1% | $273,972-97.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -0.87% | 22.01%-22.9pp | 14.59%-15.5pp | 41.46%-42.3pp |
| Employer contribution / active EE | $935 | $3,280-71.5% | $2,683-65.2% | $4,869-80.8% |
| Participant deferral / active EE | $114 | $3,782-97.0% | $3,096-96.3% | $5,287-97.9% |
| Admin fee / account holder | $2,139 | $4,838-55.8% | $3,141-31.9% | $10,133-78.9% |