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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 | $17,369 | $102,422-83.0% | $147,117-88.2% | $80,959-78.5% |
| Participation rate | 88.1% | 75.9%+12.2pp | 82.2%+5.9pp | 67.7%+20.4pp |
| Annual return | 10.88% | 135.16%-124.3pp | 420.54%-409.7pp | 35.67%-24.8pp |
| Employer contribution / active EE | $1,887 | $3,717-49.2% | $4,932-61.7% | $2,757-31.6% |
| Participant deferral / active EE | $2,388 | $6,652-64.1% | $8,065-70.4% | $4,300-44.5% |
| Admin fee / account holder | $3,873 | $7,953-51.3% | $12,993-70.2% | $6,925-44.1% |