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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 | $2,323 | $48,337-95.2% | $67,560-96.6% | $80,959-97.1% |
| Participation rate | 89.2% | 66.4%+22.8pp | 72.9%+16.3pp | 67.7%+21.5pp |
| Annual return | 0.01% | 18.26%-18.3pp | 3533.50%-3533.5pp | 35.67%-35.7pp |
| Employer contribution / active EE | $674 | $2,023-66.7% | $2,737-75.4% | $2,757-75.6% |
| Participant deferral / active EE | $721 | $2,928-75.4% | $4,004-82.0% | $4,300-83.2% |
| Admin fee / account holder | $693 | $3,695-81.3% | $3,994-82.7% | $6,925-90.0% |