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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 | $18,290 | $102,429-82.1% | $147,096-87.6% | $80,925-77.4% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 9.59% | 135.02%-125.4pp | 419.75%-410.2pp | 35.65%-26.1pp |
| Employer contribution / active EE | $10,179 | $3,716+173.9% | $4,936+106.2% | $2,756+269.3% |
| Participant deferral / active EE | $327 | $6,649-95.1% | $8,071-96.0% | $4,299-92.4% |
| Admin fee / account holder | $7,354 | $7,957-7.6% | $13,005-43.5% | $6,940+6.0% |