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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 | $101,672-87.8% | $147,117-91.6% | $74,478-83.4% |
| Participation rate | 85.0% | 75.5%+9.5pp | 82.2%+2.9pp | 67.2%+17.8pp |
| Annual return | 11.20% | 8757.83%-8746.6pp | 420.54%-409.3pp | 1370.56%-1359.4pp |
| Employer contribution / active EE | $1,347 | $3,813-64.7% | $4,932-72.7% | $2,626-48.7% |
| Participant deferral / active EE | $2,507 | $7,305-65.7% | $8,065-68.9% | $4,350-42.4% |
| Admin fee / account holder | $2,719 | $1,753+55.1% | $12,993-79.1% | $1,946+39.8% |