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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 | $9,855 | $65,364-84.9% | $92,909-89.4% | $72,975-86.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | 6.09% | 42.11%-36.0pp | 109.44%-103.3pp | 81.01%-74.9pp |
| Employer contribution / active EE | $942 | $2,594-63.7% | $3,653-74.2% | $2,440-61.4% |
| Participant deferral / active EE | $9 | $3,128-99.7% | $4,238-99.8% | $3,608-99.7% |
| Admin fee / account holder | $770 | $4,251-81.9% | $5,795-86.7% | $5,124-85.0% |