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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 | $6,673 | $148,582-95.5% | $135,942-95.1% | $139,456-95.2% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | -12.86% | 79.26%-92.1pp | 68.28%-81.1pp | 373.45%-386.3pp |
| Employer contribution / active EE | $1,030 | $5,245-80.4% | $4,858-78.8% | $4,753-78.3% |
| Participant deferral / active EE | $2,258 | $8,101-72.1% | $7,759-70.9% | $6,711-66.4% |
| Admin fee / account holder | $1,287 | $12,402-89.6% | $10,764-88.0% | $11,407-88.7% |