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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 | $9,547 | $65,712-85.5% | $57,196-83.3% | $273,972-96.5% |
| Participation rate | 100.0% | 78.3%+21.7pp | 75.3%+24.7pp | 83.0%+17.0pp |
| Annual return | -4.61% | 22.01%-26.6pp | 14.59%-19.2pp | 41.46%-46.1pp |
| Employer contribution / active EE | $1,639 | $3,280-50.0% | $2,683-38.9% | $4,869-66.3% |
| Participant deferral / active EE | $388 | $3,782-89.7% | $3,096-87.5% | $5,287-92.7% |
| Admin fee / account holder | $331 | $4,838-93.2% | $3,141-89.5% | $10,133-96.7% |