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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 | $68,394-92.2% | $94,672-94.3% | $75,177-92.9% |
| Participation rate | 73.0% | 76.1%-3.1pp | 80.8%-7.8pp | 67.2%+5.8pp |
| Annual return | 13.55% | 616.92%-603.4pp | 156.89%-143.3pp | 160.75%-147.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,060 | $6,536-68.5% | $7,417-72.2% | $4,126-50.1% |
| Admin fee / account holder | $1,733 | $5,326-67.5% | $7,222-76.0% | $5,651-69.3% |