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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 | $3,287 | $55,902-94.1% | $76,030-95.7% | $80,959-95.9% |
| Participation rate | 96.0% | 62.1%+33.9pp | 69.1%+26.9pp | 67.7%+28.3pp |
| Annual return | 9.55% | 20.59%-11.0pp | 361.54%-352.0pp | 35.67%-26.1pp |
| Employer contribution / active EE | $395 | $1,867-78.8% | $2,688-85.3% | $2,757-85.7% |
| Participant deferral / active EE | $933 | $3,051-69.4% | $4,257-78.1% | $4,300-78.3% |
| Admin fee / account holder | $584 | $5,239-88.9% | $6,421-90.9% | $6,925-91.6% |