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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 | $8,880 | $102,429-91.3% | $147,096-94.0% | $80,925-89.0% |
| Participation rate | 90.2% | 75.9%+14.4pp | 82.2%+8.1pp | 67.7%+22.6pp |
| Annual return | 10.19% | 135.02%-124.8pp | 419.75%-409.6pp | 35.65%-25.5pp |
| Employer contribution / active EE | $1,162 | $3,716-68.7% | $4,936-76.5% | $2,756-57.9% |
| Participant deferral / active EE | $2,079 | $6,649-68.7% | $8,071-74.2% | $4,299-51.6% |
| Admin fee / account holder | $896 | $7,957-88.7% | $13,005-93.1% | $6,940-87.1% |