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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 | $21,262 | $58,828-63.9% | $78,002-72.7% | $62,881-66.2% |
| Participation rate | 90.0% | 71.1%+18.9pp | 75.5%+14.5pp | 69.3%+20.7pp |
| Annual return | 4.17% | 17.16%-13.0pp | 425.99%-421.8pp | 20.14%-16.0pp |
| Employer contribution / active EE | $1,500 | $1,672-10.3% | $2,470-39.3% | $2,281-34.2% |
| Participant deferral / active EE | $1,112 | $2,686-58.6% | $3,497-68.2% | $3,203-65.3% |
| Admin fee / account holder | $590 | $4,393-86.6% | $5,481-89.2% | $4,296-86.3% |