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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 | $6,859 | $91,559-92.5% | $133,978-94.9% | $79,856-91.4% |
| Participation rate | 78.4% | 73.3%+5.0pp | 79.8%-1.5pp | 69.6%+8.7pp |
| Annual return | 3.99% | 61.85%-57.9pp | 45.10%-41.1pp | 31.71%-27.7pp |
| Employer contribution / active EE | $740 | $2,384-69.0% | $3,919-81.1% | $2,471-70.1% |
| Participant deferral / active EE | $873 | $3,734-76.6% | $5,047-82.7% | $3,741-76.7% |
| Admin fee / account holder | $5,803 | $6,321-8.2% | $8,930-35.0% | $5,306+9.4% |