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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 | $9,075 | $72,404-87.5% | $110,241-91.8% | $64,181-85.9% |
| Participation rate | 100.0% | 73.3%+26.7pp | 79.8%+20.2pp | 69.6%+30.4pp |
| Annual return | -11.13% | -6.29%-4.8pp | 314.75%-325.9pp | 7.63%-18.8pp |
| Employer contribution / active EE | $2,917 | $2,282+27.8% | $3,827-23.8% | $2,381+22.5% |
| Participant deferral / active EE | $1,419 | $3,469-59.1% | $4,672-69.6% | $3,470-59.1% |
| Admin fee / account holder | $327 | $5,664-94.2% | $8,548-96.2% | $4,887-93.3% |