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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 | $14,883 | $102,429-85.5% | $147,096-89.9% | $80,925-81.6% |
| Participation rate | 94.9% | 75.9%+19.0pp | 82.2%+12.7pp | 67.7%+27.2pp |
| Annual return | 8.84% | 135.02%-126.2pp | 419.75%-410.9pp | 35.65%-26.8pp |
| Employer contribution / active EE | $1,923 | $3,716-48.3% | $4,936-61.0% | $2,756-30.2% |
| Participant deferral / active EE | $2,225 | $6,649-66.5% | $8,071-72.4% | $4,299-48.2% |
| Admin fee / account holder | $2,108 | $7,957-73.5% | $13,005-83.8% | $6,940-69.6% |