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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 | $6,478 | $77,638-91.7% | $156,551-95.9% | $62,881-89.7% |
| Participation rate | 100.0% | 71.2%+28.8pp | 84.0%+16.0pp | 69.3%+30.7pp |
| Annual return | 2.66% | 50.33%-47.7pp | 32.23%-29.6pp | 20.14%-17.5pp |
| Employer contribution / active EE | $3,645 | $3,444+5.8% | $5,501-33.7% | $2,281+59.8% |
| Participant deferral / active EE | $106 | $3,046-96.5% | $4,871-97.8% | $3,203-96.7% |
| Admin fee / account holder | $1,069 | $5,561-80.8% | $13,028-91.8% | $4,296-75.1% |