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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 | $5,752 | $53,128-89.2% | $86,582-93.4% | $70,126-91.8% |
| Participation rate | 100.0% | 65.3%+34.7pp | 73.5%+26.5pp | 69.5%+30.5pp |
| Annual return | 12.39% | 27.66%-15.3pp | 965.08%-952.7pp | 73.15%-60.8pp |
| Employer contribution / active EE | $968 | $2,068-53.2% | $2,839-65.9% | $2,343-58.7% |
| Participant deferral / active EE | $648 | $2,695-75.9% | $3,609-82.0% | $3,332-80.5% |
| Admin fee / account holder | $830 | $3,584-76.8% | $4,904-83.1% | $4,645-82.1% |