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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 | $9,060 | $63,346-85.7% | $92,240-90.2% | $70,126-87.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 76.5%+23.5pp | 69.5%+30.5pp |
| Annual return | 7.75% | 530.19%-522.4pp | 176.29%-168.5pp | 73.15%-65.4pp |
| Employer contribution / active EE | $743 | $2,471-69.9% | $3,680-79.8% | $2,343-68.3% |
| Participant deferral / active EE | $781 | $2,854-72.6% | $3,897-80.0% | $3,332-76.6% |
| Admin fee / account holder | $442 | $3,841-88.5% | $5,194-91.5% | $4,645-90.5% |