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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 | $7,951 | $102,382-92.2% | $147,005-94.6% | $80,874-90.2% |
| Participation rate | 94.8% | 75.8%+19.0pp | 82.2%+12.6pp | 67.6%+27.2pp |
| Annual return | 11.15% | 134.89%-123.7pp | 418.76%-407.6pp | 35.62%-24.5pp |
| Employer contribution / active EE | $1,598 | $3,715-57.0% | $4,934-67.6% | $2,756-42.0% |
| Participant deferral / active EE | $2,320 | $6,646-65.1% | $8,070-71.3% | $4,297-46.0% |
| Admin fee / account holder | $2,122 | $7,942-73.3% | $13,006-83.7% | $6,935-69.4% |