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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 | $3,695 | $87,132-95.8% | $105,624-96.5% | $80,959-95.4% |
| Participation rate | 75.0% | 70.4%+4.6pp | 75.3%-0.3pp | 67.7%+7.3pp |
| Annual return | 9.93% | 17.03%-7.1pp | 116.20%-106.3pp | 35.67%-25.7pp |
| Employer contribution / active EE | $0 | $2,397-100.0% | $3,168-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,503 | $3,985-62.3% | $5,013-70.0% | $4,300-65.1% |
| Admin fee / account holder | $1,215 | $8,449-85.6% | $10,961-88.9% | $6,925-82.5% |