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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 | $13,496 | $78,428-82.8% | $95,960-85.9% | $79,852-83.1% |
| Participation rate | 72.9% | 73.5%-0.6pp | 77.1%-4.2pp | 69.6%+3.2pp |
| Annual return | 8.28% | 19.37%-11.1pp | 91.63%-83.4pp | 31.72%-23.4pp |
| Employer contribution / active EE | $556 | $1,945-71.4% | $2,541-78.1% | $2,471-77.5% |
| Participant deferral / active EE | $845 | $3,440-75.4% | $4,167-79.7% | $3,740-77.4% |
| Admin fee / account holder | $472 | $5,622-91.6% | $6,797-93.0% | $5,306-91.1% |