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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 | $10,784 | $94,529-88.6% | $140,019-92.3% | $64,173-83.2% |
| Participation rate | 100.0% | 84.1%+15.9pp | 87.5%+12.5pp | 69.6%+30.4pp |
| Annual return | -11.45% | 7.77%-19.2pp | 651.15%-662.6pp | 7.63%-19.1pp |
| Employer contribution / active EE | $1,198 | $3,812-68.6% | $5,605-78.6% | $2,381-49.7% |
| Participant deferral / active EE | $2,206 | $5,250-58.0% | $6,927-68.1% | $3,470-36.4% |
| Admin fee / account holder | $556 | $6,741-91.7% | $10,705-94.8% | $4,887-88.6% |