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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 | $13,494 | $85,171-84.2% | $172,753-92.2% | $72,976-81.5% |
| Participation rate | 96.8% | 70.1%+26.7pp | 82.6%+14.1pp | 69.5%+27.3pp |
| Annual return | 2.57% | 27.32%-24.8pp | 803.00%-800.4pp | 81.02%-78.5pp |
| Employer contribution / active EE | $1,059 | $3,324-68.1% | $5,144-79.4% | $2,440-56.6% |
| Participant deferral / active EE | $457 | $3,260-86.0% | $5,198-91.2% | $3,608-87.3% |
| Admin fee / account holder | $647 | $5,880-89.0% | $13,956-95.4% | $5,124-87.4% |