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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 | $3,266 | $72,177-95.5% | $115,038-97.2% | $59,633-94.5% |
| Participation rate | 94.6% | 72.6%+22.0pp | 81.4%+13.2pp | 68.7%+25.9pp |
| Annual return | -9.69% | 12.02%-21.7pp | 26.14%-35.8pp | 2041.45%-2051.1pp |
| Employer contribution / active EE | $3,149 | $2,841+10.8% | $4,608-31.7% | $2,203+43.0% |
| Participant deferral / active EE | $1,926 | $4,783-59.7% | $6,026-68.0% | $3,192-39.6% |
| Admin fee / account holder | $1,224 | $4,927-75.2% | $8,175-85.0% | $4,297-71.5% |