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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 | $12,696 | $91,198-86.1% | $178,503-92.9% | $79,856-84.1% |
| Participation rate | 97.1% | 69.2%+27.9pp | 81.9%+15.2pp | 69.6%+27.5pp |
| Annual return | 0.82% | 24.20%-23.4pp | 151.12%-150.3pp | 31.71%-30.9pp |
| Employer contribution / active EE | $4,324 | $3,257+32.8% | $5,011-13.7% | $2,471+75.0% |
| Participant deferral / active EE | $745 | $3,237-77.0% | $5,202-85.7% | $3,741-80.1% |
| Admin fee / account holder | $1,369 | $6,748-79.7% | $13,987-90.2% | $5,306-74.2% |