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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 | $15,047 | $132,634-88.7% | $115,768-87.0% | $137,256-89.0% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.4%+11.3pp | 80.0%+5.8pp |
| Annual return | 8.94% | 160.70%-151.8pp | 100.46%-91.5pp | 220.34%-211.4pp |
| Employer contribution / active EE | $1,096 | $3,360-67.4% | $2,940-62.7% | $4,156-73.6% |
| Participant deferral / active EE | $1,192 | $5,619-78.8% | $4,917-75.8% | $6,407-81.4% |
| Admin fee / account holder | $2,973 | $15,028-80.2% | $12,439-76.1% | $12,270-75.8% |