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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 | $2,369 | $58,275-95.9% | $81,844-97.1% | $80,935-97.1% |
| Participation rate | 75.9% | 63.5%+12.4pp | 72.4%+3.5pp | 67.7%+8.2pp |
| Annual return | 6.88% | 41.82%-34.9pp | 778.87%-772.0pp | 35.66%-28.8pp |
| Employer contribution / active EE | $360 | $2,346-84.7% | $2,916-87.7% | $2,757-86.9% |
| Participant deferral / active EE | $590 | $3,285-82.0% | $4,323-86.4% | $4,299-86.3% |
| Admin fee / account holder | $429 | $4,749-91.0% | $7,355-94.2% | $6,924-93.8% |