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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 | $12,828 | $102,422-87.5% | $147,117-91.3% | $80,959-84.2% |
| Participation rate | 85.2% | 75.9%+9.3pp | 82.2%+3.0pp | 67.7%+17.5pp |
| Annual return | 10.31% | 135.16%-124.8pp | 420.54%-410.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,155 | $3,717-68.9% | $4,932-76.6% | $2,757-58.1% |
| Participant deferral / active EE | $2,131 | $6,652-68.0% | $8,065-73.6% | $4,300-50.4% |
| Admin fee / account holder | $780 | $7,953-90.2% | $12,993-94.0% | $6,925-88.7% |