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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 | $6,211 | $89,367-93.0% | $141,191-95.6% | $72,975-91.5% |
| Participation rate | 73.5% | 75.1%-1.6pp | 82.5%-8.9pp | 69.5%+4.0pp |
| Annual return | 18.60% | 111.87%-93.3pp | 71.41%-52.8pp | 81.01%-62.4pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,160 | $5,419-60.1% | $6,710-67.8% | $3,608-40.1% |
| Admin fee / account holder | $1,551 | $5,957-74.0% | $10,264-84.9% | $5,124-69.7% |