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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 | $5,138 | $63,861-92.0% | $104,639-95.1% | $79,856-93.6% |
| Participation rate | 85.0% | 64.9%+20.1pp | 74.1%+10.9pp | 69.6%+15.4pp |
| Annual return | 6.86% | 21.30%-14.4pp | 340.67%-333.8pp | 31.71%-24.9pp |
| Employer contribution / active EE | $594 | $1,588-62.6% | $2,682-77.9% | $2,471-76.0% |
| Participant deferral / active EE | $888 | $2,693-67.0% | $3,738-76.3% | $3,741-76.3% |
| Admin fee / account holder | $565 | $4,185-86.5% | $6,465-91.3% | $5,306-89.3% |