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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 | $6,691 | $105,198-93.6% | $159,455-95.8% | $85,856-92.2% |
| Participation rate | 82.9% | 75.8%+7.1pp | 82.8%+0.1pp | 69.3%+13.6pp |
| Annual return | 7.28% | 45.08%-37.8pp | 263.63%-256.4pp | 318.58%-311.3pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,830-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,911 | $5,946-67.9% | $7,353-74.0% | $3,952-51.6% |
| Admin fee / account holder | $483 | $6,934-93.0% | $10,800-95.5% | $6,261-92.3% |