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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 | $3,464 | $167,504-97.9% | $151,628-97.7% | $134,509-97.4% |
| Participation rate | 100.0% | 88.4%+11.6pp | 87.5%+12.5pp | 81.2%+18.8pp |
| Annual return | -22.12% | 7.81%-29.9pp | 3.34%-25.5pp | 418.13%-440.3pp |
| Employer contribution / active EE | $1,542 | $6,828-77.4% | $6,165-75.0% | $4,741-67.5% |
| Participant deferral / active EE | $2,777 | $8,985-69.1% | $8,363-66.8% | $6,400-56.6% |
| Admin fee / account holder | $468 | $13,779-96.6% | $11,613-96.0% | $11,427-95.9% |