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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 | $9,815 | $52,678-81.4% | $75,784-87.0% | $59,633-83.5% |
| Participation rate | 82.5% | 67.2%+15.3pp | 75.8%+6.7pp | 68.7%+13.9pp |
| Annual return | -6.83% | 2.95%-9.8pp | 9.68%-16.5pp | 2041.45%-2048.3pp |
| Employer contribution / active EE | $0 | $2,193-100.0% | $3,323-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $959 | $2,591-63.0% | $3,652-73.7% | $3,192-69.9% |
| Admin fee / account holder | $673 | $3,610-81.4% | $5,300-87.3% | $4,297-84.3% |