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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 | $3,693 | $52,678-93.0% | $75,784-95.1% | $59,633-93.8% |
| Participation rate | 100.0% | 67.2%+32.8pp | 75.8%+24.2pp | 68.7%+31.3pp |
| Annual return | -10.56% | 2.95%-13.5pp | 9.68%-20.2pp | 2041.40%-2052.0pp |
| Employer contribution / active EE | $2,228 | $2,193+1.6% | $3,323-33.0% | $2,203+1.1% |
| Participant deferral / active EE | $631 | $2,591-75.6% | $3,652-82.7% | $3,192-80.2% |
| Admin fee / account holder | $651 | $3,610-82.0% | $5,300-87.7% | $4,297-84.8% |