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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 | $10,828 | $52,678-79.4% | $75,784-85.7% | $59,633-81.8% |
| Participation rate | 78.7% | 67.2%+11.4pp | 75.8%+2.8pp | 68.7%+10.0pp |
| Annual return | -3.59% | 2.95%-6.5pp | 9.68%-13.3pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $2,538 | $2,193+15.7% | $3,323-23.6% | $2,203+15.2% |
| Participant deferral / active EE | $760 | $2,591-70.6% | $3,652-79.2% | $3,192-76.2% |
| Admin fee / account holder | $965 | $3,610-73.3% | $5,300-81.8% | $4,297-77.5% |