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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 | $21,178 | $89,367-76.3% | $141,191-85.0% | $72,975-71.0% |
| Participation rate | 74.3% | 75.1%-0.8pp | 82.5%-8.2pp | 69.5%+4.8pp |
| Annual return | 15.25% | 111.87%-96.6pp | 71.41%-56.2pp | 81.01%-65.8pp |
| Employer contribution / active EE | $729 | $3,115-76.6% | $4,736-84.6% | $2,440-70.1% |
| Participant deferral / active EE | $2,236 | $5,419-58.7% | $6,710-66.7% | $3,608-38.0% |
| Admin fee / account holder | $20,323 | $5,957+241.2% | $10,264+98.0% | $5,124+296.6% |