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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 | $3,297 | $105,198-96.9% | $159,455-97.9% | $85,856-96.2% |
| Participation rate | 91.2% | 75.8%+15.4pp | 82.8%+8.3pp | 69.3%+21.9pp |
| Annual return | 11.27% | 45.08%-33.8pp | 263.63%-252.4pp | 318.58%-307.3pp |
| Employer contribution / active EE | $1,373 | $3,319-58.6% | $4,830-71.6% | $2,565-46.5% |
| Participant deferral / active EE | $2,049 | $5,946-65.5% | $7,353-72.1% | $3,952-48.2% |
| Admin fee / account holder | $435 | $6,934-93.7% | $10,800-96.0% | $6,261-93.0% |