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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 | $9,174 | $52,678-82.6% | $75,784-87.9% | $59,633-84.6% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -19.84% | 2.95%-22.8pp | 9.68%-29.5pp | 2041.45%-2061.3pp |
| Employer contribution / active EE | $6,025 | $2,193+174.7% | $3,323+81.3% | $2,203+173.5% |
| Participant deferral / active EE | $892 | $2,591-65.6% | $3,652-75.6% | $3,192-72.1% |
| Admin fee / account holder | $884 | $3,610-75.5% | $5,300-83.3% | $4,297-79.4% |