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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 | $10,447 | $85,171-87.7% | $172,753-94.0% | $72,976-85.7% |
| Participation rate | 70.8% | 70.1%+0.7pp | 82.6%-11.9pp | 69.5%+1.3pp |
| Annual return | 7.10% | 27.32%-20.2pp | 803.00%-795.9pp | 81.02%-73.9pp |
| Employer contribution / active EE | $603 | $3,324-81.9% | $5,144-88.3% | $2,440-75.3% |
| Participant deferral / active EE | $559 | $3,260-82.9% | $5,198-89.2% | $3,608-84.5% |
| Admin fee / account holder | $654 | $5,880-88.9% | $13,956-95.3% | $5,124-87.2% |