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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 | $9,970 | $60,128-83.4% | $90,440-89.0% | $79,852-87.5% |
| Participation rate | 75.0% | 65.0%+10.0pp | 72.7%+2.3pp | 69.6%+5.4pp |
| Annual return | 6.02% | 71.95%-65.9pp | 1294.38%-1288.4pp | 31.72%-25.7pp |
| Employer contribution / active EE | $550 | $2,068-73.4% | $3,263-83.1% | $2,471-77.7% |
| Participant deferral / active EE | $749 | $2,939-74.5% | $3,964-81.1% | $3,740-80.0% |
| Admin fee / account holder | $1,249 | $3,977-68.6% | $5,615-77.8% | $5,306-76.5% |