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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 | $10,947 | $81,696-86.6% | $70,494-84.5% | $158,982-93.1% |
| Participation rate | 94.7% | 77.7%+17.0pp | 75.1%+19.7pp | 82.0%+12.8pp |
| Annual return | 2.14% | 208.70%-206.6pp | 109.16%-107.0pp | 302.99%-300.8pp |
| Employer contribution / active EE | $1,160 | $3,220-64.0% | $2,738-57.6% | $4,763-75.6% |
| Participant deferral / active EE | $392 | $4,558-91.4% | $3,711-89.4% | $5,983-93.5% |
| Admin fee / account holder | $1,329 | $6,200-78.6% | $3,848-65.5% | $11,252-88.2% |