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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 | $9,632 | $85,169-88.7% | $172,755-94.4% | $72,983-86.8% |
| Participation rate | 88.7% | 70.1%+18.6pp | 82.6%+6.1pp | 69.5%+19.2pp |
| Annual return | 2.10% | 27.32%-25.2pp | 802.94%-800.8pp | 81.01%-78.9pp |
| Employer contribution / active EE | $419 | $3,324-87.4% | $5,144-91.8% | $2,440-82.8% |
| Participant deferral / active EE | $568 | $3,260-82.6% | $5,198-89.1% | $3,608-84.3% |
| Admin fee / account holder | $497 | $5,880-91.5% | $13,955-96.4% | $5,124-90.3% |