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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 | $7,728 | $52,678-85.3% | $75,784-89.8% | $59,633-87.0% |
| Participation rate | 79.3% | 67.2%+12.0pp | 75.8%+3.4pp | 68.7%+10.6pp |
| Annual return | -11.85% | 2.95%-14.8pp | 9.68%-21.5pp | 2041.45%-2053.3pp |
| Employer contribution / active EE | $1,295 | $2,193-41.0% | $3,323-61.0% | $2,203-41.2% |
| Participant deferral / active EE | $969 | $2,591-62.6% | $3,652-73.5% | $3,192-69.6% |
| Admin fee / account holder | $633 | $3,610-82.5% | $5,300-88.0% | $4,297-85.3% |