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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 | $6,248 | $107,368-94.2% | $92,915-93.3% | $152,909-95.9% |
| Participation rate | 100.0% | 79.8%+20.2pp | 76.0%+24.0pp | 82.5%+17.5pp |
| Annual return | 0.73% | 145.64%-144.9pp | 109.45%-108.7pp | 345.46%-344.7pp |
| Employer contribution / active EE | $1,745 | $4,222-58.7% | $3,653-52.3% | $4,764-63.4% |
| Participant deferral / active EE | $1,200 | $4,848-75.2% | $4,238-71.7% | $5,851-79.5% |
| Admin fee / account holder | $658 | $7,082-90.7% | $5,796-88.6% | $11,601-94.3% |