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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 | $12,375 | $85,171-85.5% | $172,753-92.8% | $72,976-83.0% |
| Participation rate | 97.5% | 70.1%+27.4pp | 82.6%+14.8pp | 69.5%+28.0pp |
| Annual return | 15.36% | 27.32%-12.0pp | 803.00%-787.6pp | 81.02%-65.7pp |
| Employer contribution / active EE | $1,689 | $3,324-49.2% | $5,144-67.2% | $2,440-30.8% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $2,552 | $5,880-56.6% | $13,956-81.7% | $5,124-50.2% |