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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 | $9,883 | $65,367-84.9% | $92,915-89.4% | $72,976-86.5% |
| Participation rate | 100.0% | 68.3%+31.7pp | 76.0%+24.0pp | 69.5%+30.5pp |
| Annual return | -0.36% | 42.11%-42.5pp | 109.45%-109.8pp | 81.02%-81.4pp |
| Employer contribution / active EE | $3,098 | $2,594+19.5% | $3,653-15.2% | $2,440+27.0% |
| Participant deferral / active EE | $199 | $3,128-93.6% | $4,238-95.3% | $3,608-94.5% |
| Admin fee / account holder | $1,712 | $4,251-59.7% | $5,796-70.5% | $5,124-66.6% |