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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 | $6,129 | $81,233-92.5% | $155,567-96.1% | $80,874-92.4% |
| Participation rate | 100.0% | 66.2%+33.8pp | 78.2%+21.8pp | 67.6%+32.4pp |
| Annual return | 4.51% | 33.33%-28.8pp | 64.74%-60.2pp | 35.62%-31.1pp |
| Employer contribution / active EE | $1,435 | $3,101-53.7% | $4,674-69.3% | $2,756-47.9% |
| Participant deferral / active EE | $731 | $3,452-78.8% | $5,628-87.0% | $4,297-83.0% |
| Admin fee / account holder | $867 | $7,998-89.2% | $15,916-94.6% | $6,935-87.5% |