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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 | $9,010 | $87,544-89.7% | $75,784-88.1% | $125,388-92.8% |
| Participation rate | 100.0% | 80.2%+19.8pp | 75.8%+24.2pp | 83.2%+16.8pp |
| Annual return | -5.62% | 13.49%-19.1pp | 9.68%-15.3pp | 282.24%-287.9pp |
| Employer contribution / active EE | $2,442 | $3,930-37.9% | $3,323-26.5% | $4,866-49.8% |
| Participant deferral / active EE | $955 | $4,229-77.4% | $3,652-73.8% | $5,352-82.2% |
| Admin fee / account holder | $597 | $6,502-90.8% | $5,300-88.7% | $9,541-93.7% |