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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 | $17,549 | $90,745-80.7% | $130,231-86.5% | $75,181-76.7% |
| Participation rate | 100.0% | 71.1%+28.9pp | 76.3%+23.7pp | 67.2%+32.8pp |
| Annual return | 11.12% | 34.45%-23.3pp | 38.77%-27.7pp | 160.69%-149.6pp |
| Employer contribution / active EE | $0 | $3,314-100.0% | $4,126-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,676 | $5,362-68.7% | $6,799-75.3% | $4,126-59.4% |
| Admin fee / account holder | $337 | $6,331-94.7% | $6,020-94.4% | $5,650-94.0% |