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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 | $10,829 | $102,422-89.4% | $147,117-92.6% | $80,959-86.6% |
| Participation rate | 88.9% | 75.9%+13.0pp | 82.2%+6.7pp | 67.7%+21.2pp |
| Annual return | 10.14% | 135.16%-125.0pp | 420.54%-410.4pp | 35.67%-25.5pp |
| Employer contribution / active EE | $1,349 | $3,717-63.7% | $4,932-72.7% | $2,757-51.1% |
| Participant deferral / active EE | $1,740 | $6,652-73.8% | $8,065-78.4% | $4,300-59.5% |
| Admin fee / account holder | $337 | $7,953-95.8% | $12,993-97.4% | $6,925-95.1% |