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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 | $15,031 | $89,370-83.2% | $141,197-89.4% | $72,976-79.4% |
| Participation rate | 71.4% | 75.1%-3.7pp | 82.5%-11.0pp | 69.5%+1.9pp |
| Annual return | 18.18% | 111.88%-93.7pp | 71.41%-53.2pp | 81.02%-62.8pp |
| Employer contribution / active EE | $1,202 | $3,115-61.4% | $4,736-74.6% | $2,440-50.7% |
| Participant deferral / active EE | $1,672 | $5,419-69.1% | $6,710-75.1% | $3,608-53.7% |
| Admin fee / account holder | $6,082 | $5,957+2.1% | $10,265-40.7% | $5,124+18.7% |