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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 | $8,267 | $56,134-85.3% | $96,171-91.4% | $85,847-90.4% |
| Participation rate | 82.9% | 56.7%+26.1pp | 68.4%+14.4pp | 69.3%+13.5pp |
| Annual return | 10.38% | 42.30%-31.9pp | 192.04%-181.7pp | 318.61%-308.2pp |
| Employer contribution / active EE | $2,831 | $1,620+74.7% | $2,799+1.2% | $2,565+10.4% |
| Participant deferral / active EE | $801 | $2,858-72.0% | $4,350-81.6% | $3,952-79.7% |
| Admin fee / account holder | $1,288 | $3,769-65.8% | $5,538-76.7% | $6,261-79.4% |