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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 | $10,572 | $166,242-93.6% | $165,071-93.6% | $145,884-92.8% |
| Participation rate | 82.4% | 82.0%+0.3pp | 78.6%+3.7pp | 80.3%+2.1pp |
| Annual return | 3.22% | 100.44%-97.2pp | 70.17%-66.9pp | 551.85%-548.6pp |
| Employer contribution / active EE | $1,539 | $5,283-70.9% | $4,347-64.6% | $4,662-67.0% |
| Participant deferral / active EE | $1,791 | $6,964-74.3% | $6,035-70.3% | $6,690-73.2% |
| Admin fee / account holder | $1,417 | $16,658-91.5% | $12,695-88.8% | $13,392-89.4% |