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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 | $8,973 | $93,345-90.4% | $119,126-92.5% | $87,485-89.7% |
| Participation rate | 97.6% | 68.7%+28.9pp | 75.8%+21.9pp | 68.9%+28.7pp |
| Annual return | -8.03% | 19.08%-27.1pp | 282.11%-290.1pp | 26.06%-34.1pp |
| Employer contribution / active EE | $5,059 | $3,172+59.5% | $4,034+25.4% | $2,596+94.8% |
| Participant deferral / active EE | $67 | $4,099-98.4% | $5,318-98.7% | $4,274-98.4% |
| Admin fee / account holder | $3,343 | $8,039-58.4% | $10,693-68.7% | $7,775-57.0% |