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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 | $13,667 | $96,236-85.8% | $133,698-89.8% | $80,959-83.1% |
| Participation rate | 77.1% | 71.2%+5.9pp | 76.4%+0.7pp | 67.7%+9.5pp |
| Annual return | 9.76% | 28.74%-19.0pp | 580.90%-571.1pp | 35.67%-25.9pp |
| Employer contribution / active EE | $1,172 | $3,350-65.0% | $4,218-72.2% | $2,757-57.5% |
| Participant deferral / active EE | $1,754 | $5,709-69.3% | $7,016-75.0% | $4,300-59.2% |
| Admin fee / account holder | $2,786 | $8,250-66.2% | $6,703-58.4% | $6,925-59.8% |