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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 | $58,241-96.8% | $81,780-97.8% | $80,911-97.7% |
| Participation rate | 72.6% | 63.4%+9.2pp | 72.4%+0.2pp | 67.6%+5.0pp |
| Annual return | 1.10% | 41.73%-40.6pp | 776.27%-775.2pp | 35.63%-34.5pp |
| Employer contribution / active EE | $438 | $2,343-81.3% | $2,914-85.0% | $2,756-84.1% |
| Participant deferral / active EE | $712 | $3,283-78.3% | $4,321-83.5% | $4,297-83.4% |
| Admin fee / account holder | $591 | $4,973-88.1% | $7,384-92.0% | $6,935-91.5% |