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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 | $15,071 | $102,422-85.3% | $147,117-89.8% | $80,959-81.4% |
| Participation rate | 94.4% | 75.9%+18.6pp | 82.2%+12.3pp | 67.7%+26.8pp |
| Annual return | 8.95% | 135.16%-126.2pp | 420.54%-411.6pp | 35.67%-26.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,118 | $6,652-68.2% | $8,065-73.7% | $4,300-50.7% |
| Admin fee / account holder | $3,322 | $7,953-58.2% | $12,993-74.4% | $6,925-52.0% |