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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 | $11,317 | $60,139-81.2% | $90,461-87.5% | $79,856-85.8% |
| Participation rate | 93.0% | 65.0%+28.0pp | 72.7%+20.3pp | 69.6%+23.3pp |
| Annual return | 7.28% | 71.96%-64.7pp | 1294.76%-1287.5pp | 31.71%-24.4pp |
| Employer contribution / active EE | $2,048 | $2,069-1.0% | $3,264-37.3% | $2,471-17.1% |
| Participant deferral / active EE | $476 | $2,939-83.8% | $3,964-88.0% | $3,741-87.3% |
| Admin fee / account holder | $2,042 | $3,978-48.7% | $5,617-63.6% | $5,306-61.5% |