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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 | $11,690 | $102,422-88.6% | $147,117-92.1% | $80,959-85.6% |
| Participation rate | 88.3% | 75.9%+12.4pp | 82.2%+6.1pp | 67.7%+20.6pp |
| Annual return | 8.88% | 135.16%-126.3pp | 420.54%-411.7pp | 35.67%-26.8pp |
| Employer contribution / active EE | $935 | $3,717-74.9% | $4,932-81.1% | $2,757-66.1% |
| Participant deferral / active EE | $1,980 | $6,652-70.2% | $8,065-75.4% | $4,300-54.0% |
| Admin fee / account holder | $2,317 | $7,953-70.9% | $12,993-82.2% | $6,925-66.6% |