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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 | $7,127 | $68,073-89.5% | $76,080-90.6% | $85,851-91.7% |
| Participation rate | 92.0% | 72.5%+19.5pp | 79.4%+12.6pp | 69.3%+22.7pp |
| Annual return | 9.09% | 19.42%-10.3pp | 42.50%-33.4pp | 318.63%-309.5pp |
| Employer contribution / active EE | $2,302 | $3,209-28.3% | $3,962-41.9% | $2,565-10.3% |
| Participant deferral / active EE | $0 | $3,799-100.0% | $4,905-100.0% | $3,952-100.0% |
| Admin fee / account holder | $824 | $3,422-75.9% | $4,883-83.1% | $6,261-86.8% |