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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 | $1,565 | $23,330-93.3% | $64,489-97.6% | $82,448-98.1% |
| Participation rate | 82.4% | 68.3%+14.1pp | 67.7%+14.7pp | 68.1%+14.3pp |
| Annual return | 11.82% | 83.66%-71.8pp | 55.03%-43.2pp | 41.64%-29.8pp |
| Employer contribution / active EE | $241 | $824-70.7% | $1,523-84.2% | $2,551-90.5% |
| Participant deferral / active EE | $498 | $1,707-70.8% | $2,778-82.1% | $4,139-88.0% |
| Admin fee / account holder | $351 | $2,946-88.1% | $4,260-91.8% | $7,234-95.2% |