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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 | $15,648 | $93,617-83.3% | $135,982-88.5% | $75,177-79.2% |
| Participation rate | 100.0% | 75.2%+24.8pp | 81.9%+18.1pp | 67.2%+32.8pp |
| Annual return | 8.87% | 30.89%-22.0pp | 68.32%-59.5pp | 160.75%-151.9pp |
| Employer contribution / active EE | $2,520 | $3,538-28.8% | $4,859-48.1% | $2,671-5.6% |
| Participant deferral / active EE | $0 | $6,406-100.0% | $7,760-100.0% | $4,126-100.0% |
| Admin fee / account holder | $4,739 | $6,980-32.1% | $10,767-56.0% | $5,651-16.1% |