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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 | $14,052 | $160,028-91.2% | $147,080-90.4% | $145,884-90.4% |
| Participation rate | 81.8% | 84.0%-2.2pp | 82.2%-0.4pp | 80.3%+1.5pp |
| Annual return | 9.48% | 98.60%-89.1pp | 420.17%-410.7pp | 551.85%-542.4pp |
| Employer contribution / active EE | $1,397 | $5,286-73.6% | $4,933-71.7% | $4,662-70.0% |
| Participant deferral / active EE | $2,325 | $8,422-72.4% | $8,066-71.2% | $6,690-65.3% |
| Admin fee / account holder | $451 | $15,030-97.0% | $12,989-96.5% | $13,392-96.6% |