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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 | $4,868 | $57,352-91.5% | $83,831-94.2% | $64,173-92.4% |
| Participation rate | 88.9% | 68.6%+20.3pp | 76.1%+12.7pp | 69.6%+19.3pp |
| Annual return | -12.27% | 11.38%-23.7pp | 850.99%-863.3pp | 7.63%-19.9pp |
| Employer contribution / active EE | $1,640 | $2,546-35.6% | $3,631-54.8% | $2,381-31.1% |
| Participant deferral / active EE | $114 | $2,993-96.2% | $4,082-97.2% | $3,470-96.7% |
| Admin fee / account holder | $363 | $4,046-91.0% | $5,479-93.4% | $4,887-92.6% |