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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 | $5,365 | $68,346-92.2% | $94,659-94.3% | $75,173-92.9% |
| Participation rate | 73.0% | 76.1%-3.1pp | 80.8%-7.8pp | 67.2%+5.8pp |
| Annual return | 13.55% | 616.93%-603.4pp | 156.75%-143.2pp | 160.65%-147.1pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $2,060 | $6,537-68.5% | $7,419-72.2% | $4,126-50.1% |
| Admin fee / account holder | $1,733 | $5,326-67.5% | $7,232-76.0% | $5,651-69.3% |