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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 | $12,777 | $78,562-83.7% | $105,608-87.9% | $74,429-82.8% |
| Participation rate | 72.2% | 72.8%-0.6pp | 75.3%-3.1pp | 67.2%+5.0pp |
| Annual return | 7.67% | 15.94%-8.3pp | 116.50%-108.8pp | 1368.38%-1360.7pp |
| Employer contribution / active EE | $0 | $2,521-100.0% | $3,167-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $902 | $4,321-79.1% | $5,010-82.0% | $4,348-79.3% |
| Admin fee / account holder | $1,888 | $2,217-14.8% | $11,028-82.9% | $1,944-2.9% |