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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 | $5,675 | $209,336-97.3% | $197,124-97.1% | $137,256-95.9% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -12.66% | 48.09%-60.8pp | 44.34%-57.0pp | 220.34%-233.0pp |
| Employer contribution / active EE | $1,928 | $6,591-70.7% | $6,227-69.0% | $4,156-53.6% |
| Participant deferral / active EE | $2,120 | $9,614-78.0% | $9,135-76.8% | $6,407-66.9% |
| Admin fee / account holder | $749 | $17,308-95.7% | $16,298-95.4% | $12,270-93.9% |