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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 | $19,905 | $102,422-80.6% | $147,117-86.5% | $80,959-75.4% |
| Participation rate | 85.7% | 75.9%+9.8pp | 82.2%+3.5pp | 67.7%+18.0pp |
| Annual return | 7.78% | 135.16%-127.4pp | 420.54%-412.8pp | 35.67%-27.9pp |
| Employer contribution / active EE | $1,136 | $3,717-69.4% | $4,932-77.0% | $2,757-58.8% |
| Participant deferral / active EE | $2,061 | $6,652-69.0% | $8,065-74.4% | $4,300-52.1% |
| Admin fee / account holder | $1,512 | $7,953-81.0% | $12,993-88.4% | $6,925-78.2% |