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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 | $10,609 | $65,704-83.9% | $94,229-88.7% | $59,633-82.2% |
| Participation rate | 100.0% | 72.1%+27.9pp | 78.8%+21.2pp | 68.7%+31.3pp |
| Annual return | -2.46% | 5.22%-7.7pp | 10.68%-13.1pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $1,889 | $2,021-6.5% | $3,587-47.3% | $2,203-14.2% |
| Participant deferral / active EE | $1,022 | $3,143-67.5% | $4,320-76.3% | $3,192-68.0% |
| Admin fee / account holder | $322 | $4,265-92.4% | $6,269-94.9% | $4,297-92.5% |