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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 | $11,181 | $48,364-76.9% | $71,796-84.4% | $62,881-82.2% |
| Participation rate | 72.2% | 60.6%+11.6pp | 69.1%+3.1pp | 69.3%+2.9pp |
| Annual return | 1.95% | 13.16%-11.2pp | 78.04%-76.1pp | 20.14%-18.2pp |
| Employer contribution / active EE | $196 | $1,042-81.2% | $1,924-89.8% | $2,281-91.4% |
| Participant deferral / active EE | $793 | $2,091-62.1% | $2,794-71.6% | $3,203-75.3% |
| Admin fee / account holder | $579 | $3,771-84.7% | $4,815-88.0% | $4,296-86.5% |