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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 | $8,183 | $81,208-89.9% | $98,920-91.7% | $79,852-89.8% |
| Participation rate | 89.5% | 72.5%+17.0pp | 76.0%+13.4pp | 69.6%+19.8pp |
| Annual return | 8.75% | 60.99%-52.2pp | 196.47%-187.7pp | 31.72%-23.0pp |
| Employer contribution / active EE | $529 | $1,960-73.0% | $2,689-80.3% | $2,471-78.6% |
| Participant deferral / active EE | $1,112 | $3,265-65.9% | $4,245-73.8% | $3,740-70.3% |
| Admin fee / account holder | $877 | $6,013-85.4% | $6,643-86.8% | $5,306-83.5% |