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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 | $16,745 | $81,208-79.4% | $98,916-83.1% | $79,858-79.0% |
| Participation rate | 74.0% | 72.5%+1.5pp | 76.0%-2.0pp | 69.6%+4.4pp |
| Annual return | 7.43% | 60.99%-53.6pp | 196.45%-189.0pp | 31.72%-24.3pp |
| Employer contribution / active EE | $3,522 | $1,960+79.7% | $2,689+30.9% | $2,471+42.5% |
| Participant deferral / active EE | $1,330 | $3,265-59.3% | $4,245-68.7% | $3,740-64.4% |
| Admin fee / account holder | $1,343 | $6,013-77.7% | $6,642-79.8% | $5,306-74.7% |