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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 | $20,692 | $54,541-62.1% | $78,778-73.7% | $70,126-70.5% |
| Participation rate | 100.0% | 60.8%+39.2pp | 69.2%+30.8pp | 69.5%+30.5pp |
| Annual return | 0.06% | 21.07%-21.0pp | 35.62%-35.6pp | 73.15%-73.1pp |
| Employer contribution / active EE | $2,564 | $1,089+135.6% | $1,986+29.1% | $2,343+9.5% |
| Participant deferral / active EE | $0 | $2,210-100.0% | $2,958-100.0% | $3,332-100.0% |
| Admin fee / account holder | $902 | $3,709-75.7% | $5,134-82.4% | $4,645-80.6% |