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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 | $12,340 | $77,817-84.1% | $123,553-90.0% | $64,173-80.8% |
| Participation rate | 93.5% | 74.7%+18.8pp | 82.3%+11.3pp | 69.6%+24.0pp |
| Annual return | -9.70% | 12.49%-22.2pp | 119.21%-128.9pp | 7.63%-17.3pp |
| Employer contribution / active EE | $1,288 | $3,014-57.3% | $4,628-72.2% | $2,381-45.9% |
| Participant deferral / active EE | $1,566 | $5,240-70.1% | $6,426-75.6% | $3,470-54.9% |
| Admin fee / account holder | $1,063 | $5,519-80.7% | $9,284-88.6% | $4,887-78.3% |