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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 | $4,886 | $102,385-95.2% | $147,080-96.7% | $80,935-94.0% |
| Participation rate | 93.3% | 75.9%+17.5pp | 82.2%+11.2pp | 67.7%+25.7pp |
| Annual return | 9.09% | 135.09%-126.0pp | 420.17%-411.1pp | 35.66%-26.6pp |
| Employer contribution / active EE | $1,631 | $3,717-56.1% | $4,933-66.9% | $2,757-40.8% |
| Participant deferral / active EE | $1,404 | $6,651-78.9% | $8,066-82.6% | $4,299-67.3% |
| Admin fee / account holder | $985 | $7,951-87.6% | $12,989-92.4% | $6,924-85.8% |