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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 | $6,467 | $85,766-92.5% | $136,298-95.3% | $70,126-90.8% |
| Participation rate | 78.0% | 74.2%+3.8pp | 81.9%-4.0pp | 69.5%+8.4pp |
| Annual return | 14.06% | 31.46%-17.4pp | 5156.27%-5142.2pp | 73.15%-59.1pp |
| Employer contribution / active EE | $1,316 | $2,966-55.6% | $4,696-72.0% | $2,343-43.8% |
| Participant deferral / active EE | $1,818 | $5,051-64.0% | $6,247-70.9% | $3,332-45.4% |
| Admin fee / account holder | $372 | $5,421-93.1% | $9,244-96.0% | $4,645-92.0% |