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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 | $4,942 | $78,428-93.7% | $95,960-94.9% | $79,852-93.8% |
| Participation rate | 97.4% | 73.5%+23.9pp | 77.1%+20.4pp | 69.6%+27.8pp |
| Annual return | 5.48% | 19.37%-13.9pp | 91.63%-86.2pp | 31.72%-26.2pp |
| Employer contribution / active EE | $1,121 | $1,945-42.4% | $2,541-55.9% | $2,471-54.6% |
| Participant deferral / active EE | $1,533 | $3,440-55.4% | $4,167-63.2% | $3,740-59.0% |
| Admin fee / account holder | $388 | $5,622-93.1% | $6,797-94.3% | $5,306-92.7% |