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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 | $2,035 | $209,422-99.0% | $178,503-98.9% | $158,982-98.7% |
| Participation rate | 75.0% | 86.4%-11.4pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 0.80% | 188.81%-188.0pp | 151.12%-150.3pp | 302.99%-302.2pp |
| Employer contribution / active EE | $1,183 | $5,707-79.3% | $5,011-76.4% | $4,763-75.2% |
| Participant deferral / active EE | $1,968 | $5,955-67.0% | $5,202-62.2% | $5,983-67.1% |
| Admin fee / account holder | $990 | $17,079-94.2% | $13,987-92.9% | $11,252-91.2% |