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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 | $10,869 | $52,678-79.4% | $75,784-85.7% | $59,633-81.8% |
| Participation rate | 75.8% | 67.2%+8.5pp | 75.8%-0.1pp | 68.7%+7.1pp |
| Annual return | -5.03% | 2.95%-8.0pp | 9.68%-14.7pp | 2041.45%-2046.5pp |
| Employer contribution / active EE | $5,880 | $2,193+168.1% | $3,323+76.9% | $2,203+166.9% |
| Participant deferral / active EE | $959 | $2,591-63.0% | $3,652-73.7% | $3,192-69.9% |
| Admin fee / account holder | $1,990 | $3,610-44.9% | $5,300-62.5% | $4,297-53.7% |