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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 | $96,731-90.7% | $123,973-92.8% | $86,983-89.7% |
| Participation rate | 97.6% | 70.0%+27.6pp | 76.7%+21.0pp | 69.5%+28.1pp |
| Annual return | -8.03% | 17.33%-25.4pp | 388.13%-396.2pp | 25.83%-33.9pp |
| Employer contribution / active EE | $5,059 | $3,297+53.4% | $4,126+22.6% | $2,584+95.7% |
| Participant deferral / active EE | $67 | $4,152-98.4% | $5,247-98.7% | $4,194-98.4% |
| Admin fee / account holder | $3,343 | $8,722-61.7% | $11,799-71.7% | $7,856-57.5% |