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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 | $23,745 | $78,707-69.8% | $117,861-79.9% | $70,126-66.1% |
| Participation rate | 86.4% | 73.2%+13.2pp | 79.7%+6.7pp | 69.5%+16.8pp |
| Annual return | 8.12% | 23.30%-15.2pp | 335.11%-327.0pp | 73.15%-65.0pp |
| Employer contribution / active EE | $675 | $2,223-69.7% | $3,786-82.2% | $2,343-71.2% |
| Participant deferral / active EE | $889 | $3,297-73.0% | $4,482-80.2% | $3,332-73.3% |
| Admin fee / account holder | $550 | $5,066-89.1% | $8,021-93.1% | $4,645-88.2% |