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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 | $12,418 | $77,638-84.0% | $156,551-92.1% | $62,881-80.3% |
| Participation rate | 97.9% | 71.2%+26.7pp | 84.0%+13.9pp | 69.3%+28.6pp |
| Annual return | -0.12% | 50.33%-50.4pp | 32.23%-32.3pp | 20.14%-20.3pp |
| Employer contribution / active EE | $1,843 | $3,444-46.5% | $5,501-66.5% | $2,281-19.2% |
| Participant deferral / active EE | $512 | $3,046-83.2% | $4,871-89.5% | $3,203-84.0% |
| Admin fee / account holder | $666 | $5,561-88.0% | $13,028-94.9% | $4,296-84.5% |