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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 | $6,301 | $95,383-93.4% | $185,837-96.6% | $85,856-92.7% |
| Participation rate | 100.0% | 68.8%+31.2pp | 81.7%+18.3pp | 69.3%+30.7pp |
| Annual return | 1.36% | 23.59%-22.2pp | 122.08%-120.7pp | 318.58%-317.2pp |
| Employer contribution / active EE | $1,192 | $3,313-64.0% | $5,168-76.9% | $2,565-53.5% |
| Participant deferral / active EE | $667 | $3,423-80.5% | $5,568-88.0% | $3,952-83.1% |
| Admin fee / account holder | $658 | $7,213-90.9% | $16,241-96.0% | $6,261-89.5% |