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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 | $6,501 | $102,422-93.7% | $147,117-95.6% | $80,959-92.0% |
| Participation rate | 90.0% | 75.9%+14.1pp | 82.2%+7.8pp | 67.7%+22.3pp |
| Annual return | 8.00% | 135.16%-127.2pp | 420.54%-412.5pp | 35.67%-27.7pp |
| Employer contribution / active EE | $1,548 | $3,717-58.4% | $4,932-68.6% | $2,757-43.8% |
| Participant deferral / active EE | $770 | $6,652-88.4% | $8,065-90.5% | $4,300-82.1% |
| Admin fee / account holder | $377 | $7,953-95.3% | $12,993-97.1% | $6,925-94.6% |