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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 | $11,375 | $95,383-88.1% | $185,837-93.9% | $85,856-86.8% |
| Participation rate | 77.6% | 68.8%+8.8pp | 81.7%-4.1pp | 69.3%+8.3pp |
| Annual return | 10.40% | 23.59%-13.2pp | 122.08%-111.7pp | 318.58%-308.2pp |
| Employer contribution / active EE | $557 | $3,313-83.2% | $5,168-89.2% | $2,565-78.3% |
| Participant deferral / active EE | $557 | $3,423-83.7% | $5,568-90.0% | $3,952-85.9% |
| Admin fee / account holder | $705 | $7,213-90.2% | $16,241-95.7% | $6,261-88.7% |