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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 | $18,930 | $71,878-73.7% | $86,698-78.2% | $68,486-72.4% |
| Participation rate | 100.0% | 72.2%+27.8pp | 76.6%+23.4pp | 67.9%+32.1pp |
| Annual return | -20.34% | 3.53%-23.9pp | 35.95%-56.3pp | -7.85%-12.5pp |
| Employer contribution / active EE | $1,701 | $2,173-21.7% | $2,837-40.0% | $2,597-34.5% |
| Participant deferral / active EE | $1,109 | $3,779-70.7% | $4,656-76.2% | $4,028-72.5% |
| Admin fee / account holder | $2,148 | $6,113-64.9% | $7,493-71.3% | $5,404-60.3% |