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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 | $12,365 | $101,499-87.8% | $147,005-91.6% | $74,546-83.4% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.2%+2.9pp | 67.2%+17.8pp |
| Annual return | 11.20% | 8732.34%-8721.1pp | 418.76%-407.6pp | 1366.03%-1354.8pp |
| Employer contribution / active EE | $1,347 | $3,811-64.7% | $4,934-72.7% | $2,624-48.7% |
| Participant deferral / active EE | $2,507 | $7,304-65.7% | $8,070-68.9% | $4,347-42.3% |
| Admin fee / account holder | $2,719 | $1,748+55.6% | $13,006-79.1% | $1,944+39.9% |