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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 | $17,544 | $63,342-72.3% | $92,235-81.0% | $70,131-75.0% |
| Participation rate | 90.5% | 68.7%+21.9pp | 76.5%+14.0pp | 69.5%+21.0pp |
| Annual return | 10.95% | 530.15%-519.2pp | 176.28%-165.3pp | 73.14%-62.2pp |
| Employer contribution / active EE | $3,932 | $2,471+59.1% | $3,679+6.9% | $2,342+67.8% |
| Participant deferral / active EE | $805 | $2,854-71.8% | $3,897-79.3% | $3,332-75.8% |
| Admin fee / account holder | $950 | $3,840-75.3% | $5,194-81.7% | $4,645-79.6% |