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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 | $10,018 | $102,422-90.2% | $147,117-93.2% | $80,959-87.6% |
| Participation rate | 97.5% | 75.9%+21.6pp | 82.2%+15.3pp | 67.7%+29.8pp |
| Annual return | 4.94% | 135.16%-130.2pp | 420.54%-415.6pp | 35.67%-30.7pp |
| Employer contribution / active EE | $1,615 | $3,717-56.6% | $4,932-67.3% | $2,757-41.4% |
| Participant deferral / active EE | $0 | $6,652-100.0% | $8,065-100.0% | $4,300-100.0% |
| Admin fee / account holder | $1,162 | $7,953-85.4% | $12,993-91.1% | $6,925-83.2% |