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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 | $5,707 | $91,167-93.7% | $178,498-96.8% | $79,858-92.9% |
| Participation rate | 100.0% | 69.2%+30.8pp | 81.9%+18.1pp | 69.6%+30.4pp |
| Annual return | 6.09% | 24.19%-18.1pp | 151.09%-145.0pp | 31.72%-25.6pp |
| Employer contribution / active EE | $1,206 | $3,255-63.0% | $5,011-75.9% | $2,471-51.2% |
| Participant deferral / active EE | $748 | $3,236-76.9% | $5,202-85.6% | $3,740-80.0% |
| Admin fee / account holder | $470 | $6,747-93.0% | $13,985-96.6% | $5,306-91.1% |