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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 | $3,339 | $102,422-96.7% | $147,117-97.7% | $80,959-95.9% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.32% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,076 | $3,717-71.1% | $4,932-78.2% | $2,757-61.0% |
| Participant deferral / active EE | $1,796 | $6,652-73.0% | $8,065-77.7% | $4,300-58.2% |
| Admin fee / account holder | $366 | $7,953-95.4% | $12,993-97.2% | $6,925-94.7% |