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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 | $102,422-82.1% | $147,117-87.6% | $80,959-77.4% |
| Participation rate | 84.0% | 75.9%+8.1pp | 82.2%+1.8pp | 67.7%+16.3pp |
| Annual return | 9.59% | 135.16%-125.6pp | 420.54%-410.9pp | 35.67%-26.1pp |
| Employer contribution / active EE | $10,179 | $3,717+173.8% | $4,932+106.4% | $2,757+269.2% |
| Participant deferral / active EE | $327 | $6,652-95.1% | $8,065-95.9% | $4,300-92.4% |
| Admin fee / account holder | $7,354 | $7,953-7.5% | $12,993-43.4% | $6,925+6.2% |