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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 | $13,633 | $84,233-83.8% | $170,436-92.0% | $70,131-80.6% |
| Participation rate | 76.5% | 70.8%+5.6pp | 83.6%-7.1pp | 69.5%+6.9pp |
| Annual return | 11.35% | 23.06%-11.7pp | 205.94%-194.6pp | 73.14%-61.8pp |
| Employer contribution / active EE | $787 | $3,387-76.8% | $5,433-85.5% | $2,342-66.4% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $303 | $5,698-94.7% | $13,880-97.8% | $4,645-93.5% |