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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 | $7,447 | $102,422-92.7% | $147,117-94.9% | $80,959-90.8% |
| Participation rate | 70.6% | 75.9%-5.3pp | 82.2%-11.6pp | 67.7%+2.9pp |
| Annual return | 7.17% | 135.16%-128.0pp | 420.54%-413.4pp | 35.67%-28.5pp |
| Employer contribution / active EE | $1,072 | $3,717-71.2% | $4,932-78.3% | $2,757-61.1% |
| Participant deferral / active EE | $1,855 | $6,652-72.1% | $8,065-77.0% | $4,300-56.9% |
| Admin fee / account holder | $536 | $7,953-93.3% | $12,993-95.9% | $6,925-92.3% |