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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 | $4,897 | $76,407-93.6% | $150,298-96.7% | $82,448-94.1% |
| Participation rate | 88.0% | 66.4%+21.6pp | 77.8%+10.2pp | 68.1%+19.9pp |
| Annual return | 10.67% | 39.99%-29.3pp | 62.79%-52.1pp | 41.64%-31.0pp |
| Employer contribution / active EE | $518 | $2,614-80.2% | $4,154-87.5% | $2,551-79.7% |
| Participant deferral / active EE | $563 | $3,214-82.5% | $5,453-89.7% | $4,139-86.4% |
| Admin fee / account holder | $409 | $6,352-93.6% | $14,116-97.1% | $7,234-94.4% |