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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 | $15,287 | $63,342-75.9% | $92,236-83.4% | $70,131-78.2% |
| Participation rate | 81.2% | 68.7%+12.5pp | 76.5%+4.7pp | 69.5%+11.6pp |
| Annual return | 8.18% | 530.15%-522.0pp | 176.29%-168.1pp | 73.14%-65.0pp |
| Employer contribution / active EE | $2,239 | $2,471-9.4% | $3,679-39.1% | $2,342-4.4% |
| Participant deferral / active EE | $976 | $2,854-65.8% | $3,897-75.0% | $3,332-70.7% |
| Admin fee / account holder | $1,656 | $3,840-56.9% | $5,194-68.1% | $4,645-64.3% |