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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 | $10,155 | $48,053-78.9% | $84,628-88.0% | $72,975-86.1% |
| Participation rate | 94.5% | 57.6%+37.0pp | 68.2%+26.3pp | 69.5%+25.1pp |
| Annual return | 17.13% | 37.39%-20.3pp | 258.80%-241.7pp | 81.01%-63.9pp |
| Employer contribution / active EE | $4,556 | $1,602+184.4% | $2,653+71.7% | $2,440+86.7% |
| Participant deferral / active EE | $0 | $2,681-100.0% | $3,900-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,426 | $3,395-58.0% | $4,914-71.0% | $5,124-72.2% |