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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 | $6,000 | $77,908-92.3% | $149,696-96.0% | $75,173-92.0% |
| Participation rate | 100.0% | 65.6%+34.4pp | 78.8%+21.2pp | 67.2%+32.8pp |
| Annual return | 4.15% | 31.73%-27.6pp | 134.46%-130.3pp | 160.72%-156.6pp |
| Employer contribution / active EE | $923 | $3,138-70.6% | $4,821-80.9% | $2,671-65.5% |
| Participant deferral / active EE | $570 | $3,411-83.3% | $5,682-90.0% | $4,126-86.2% |
| Admin fee / account holder | $1,922 | $5,950-67.7% | $13,212-85.5% | $5,651-66.0% |