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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 | $5,126 | $48,364-89.4% | $71,796-92.9% | $62,881-91.8% |
| Participation rate | 91.2% | 60.6%+30.6pp | 69.1%+22.1pp | 69.3%+21.9pp |
| Annual return | 4.79% | 13.16%-8.4pp | 78.04%-73.2pp | 20.14%-15.3pp |
| Employer contribution / active EE | $512 | $1,042-50.8% | $1,924-73.4% | $2,281-77.5% |
| Participant deferral / active EE | $774 | $2,091-63.0% | $2,794-72.3% | $3,203-75.8% |
| Admin fee / account holder | $406 | $3,771-89.2% | $4,815-91.6% | $4,296-90.6% |