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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 | $20,200 | $102,429-80.3% | $147,096-86.3% | $80,925-75.0% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 10.24% | 135.02%-124.8pp | 419.75%-409.5pp | 35.65%-25.4pp |
| Employer contribution / active EE | $1,177 | $3,716-68.3% | $4,936-76.2% | $2,756-57.3% |
| Participant deferral / active EE | $1,579 | $6,649-76.3% | $8,071-80.4% | $4,299-63.3% |
| Admin fee / account holder | $1,364 | $7,957-82.9% | $13,005-89.5% | $6,940-80.3% |