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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 | $9,539 | $63,346-84.9% | $92,240-89.7% | $70,126-86.4% |
| Participation rate | 79.6% | 68.7%+11.0pp | 76.5%+3.1pp | 69.5%+10.1pp |
| Annual return | 10.36% | 530.19%-519.8pp | 176.29%-165.9pp | 73.15%-62.8pp |
| Employer contribution / active EE | $926 | $2,471-62.5% | $3,680-74.8% | $2,343-60.5% |
| Participant deferral / active EE | $780 | $2,854-72.7% | $3,897-80.0% | $3,332-76.6% |
| Admin fee / account holder | $1,245 | $3,841-67.6% | $5,194-76.0% | $4,645-73.2% |