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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 | $12,790 | $77,638-83.5% | $156,551-91.8% | $62,881-79.7% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | -1.41% | 50.33%-51.7pp | 32.23%-33.6pp | 20.14%-21.6pp |
| Employer contribution / active EE | $803 | $3,444-76.7% | $5,501-85.4% | $2,281-64.8% |
| Participant deferral / active EE | $671 | $3,046-78.0% | $4,871-86.2% | $3,203-79.0% |
| Admin fee / account holder | $1,001 | $5,561-82.0% | $13,028-92.3% | $4,296-76.7% |