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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 | $1,837 | $58,311-96.8% | $81,882-97.8% | $80,959-97.7% |
| Participation rate | 72.6% | 63.5%+9.1pp | 72.4%+0.2pp | 67.7%+4.9pp |
| Annual return | 1.10% | 41.85%-40.7pp | 779.47%-778.4pp | 35.67%-34.6pp |
| Employer contribution / active EE | $438 | $2,347-81.3% | $2,916-85.0% | $2,757-84.1% |
| Participant deferral / active EE | $712 | $3,287-78.3% | $4,323-83.5% | $4,300-83.4% |
| Admin fee / account holder | $591 | $4,752-87.6% | $7,360-92.0% | $6,925-91.5% |