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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 | $7,462 | $102,422-92.7% | $147,117-94.9% | $80,959-90.8% |
| Participation rate | 97.4% | 75.9%+21.5pp | 82.2%+15.2pp | 67.7%+29.7pp |
| Annual return | 9.64% | 135.16%-125.5pp | 420.54%-410.9pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,465 | $3,717-60.6% | $4,932-70.3% | $2,757-46.9% |
| Participant deferral / active EE | $2,432 | $6,652-63.4% | $8,065-69.8% | $4,300-43.4% |
| Admin fee / account holder | $932 | $7,953-88.3% | $12,993-92.8% | $6,925-86.5% |