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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 | $10,520 | $91,179-88.5% | $178,499-94.1% | $79,852-86.8% |
| Participation rate | 93.5% | 69.2%+24.3pp | 81.9%+11.6pp | 69.6%+23.9pp |
| Annual return | 0.48% | 24.19%-23.7pp | 151.10%-150.6pp | 31.72%-31.2pp |
| Employer contribution / active EE | $1,696 | $3,256-47.9% | $5,011-66.1% | $2,471-31.4% |
| Participant deferral / active EE | $545 | $3,236-83.1% | $5,202-89.5% | $3,740-85.4% |
| Admin fee / account holder | $611 | $6,749-90.9% | $13,986-95.6% | $5,306-88.5% |