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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 | $6,944 | $108,825-93.6% | $156,181-95.6% | $82,448-91.6% |
| Participation rate | 100.0% | 72.4%+27.6pp | 78.8%+21.2pp | 68.1%+31.9pp |
| Annual return | 11.44% | 20.59%-9.1pp | 64.87%-53.4pp | 41.64%-30.2pp |
| Employer contribution / active EE | $875 | $2,870-69.5% | $4,294-79.6% | $2,551-65.7% |
| Participant deferral / active EE | $284 | $4,577-93.8% | $6,132-95.4% | $4,139-93.1% |
| Admin fee / account holder | $850 | $9,341-90.9% | $14,586-94.2% | $7,234-88.3% |