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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 | $26,974 | $101,591-73.4% | $147,096-81.7% | $74,429-63.8% |
| Participation rate | 80.3% | 75.5%+4.8pp | 82.2%-1.9pp | 67.2%+13.1pp |
| Annual return | 7.21% | 8746.45%-8739.2pp | 419.75%-412.5pp | 1368.38%-1361.2pp |
| Employer contribution / active EE | $2,035 | $3,813-46.6% | $4,936-58.8% | $2,625-22.5% |
| Participant deferral / active EE | $2,983 | $7,302-59.2% | $8,071-63.0% | $4,348-31.4% |
| Admin fee / account holder | $3,733 | $1,750+113.3% | $13,005-71.3% | $1,944+92.0% |