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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 | $6,131 | $102,422-94.0% | $147,117-95.8% | $80,959-92.4% |
| Participation rate | 100.0% | 75.9%+24.1pp | 82.2%+17.8pp | 67.7%+32.3pp |
| Annual return | 7.73% | 135.16%-127.4pp | 420.54%-412.8pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,714 | $3,717-53.9% | $4,932-65.2% | $2,757-37.8% |
| Participant deferral / active EE | $2,438 | $6,652-63.4% | $8,065-69.8% | $4,300-43.3% |
| Admin fee / account holder | $666 | $7,953-91.6% | $12,993-94.9% | $6,925-90.4% |