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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 | $20,200 | $202,342-90.0% | $172,752-88.3% | $152,897-86.8% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 5.00% | 1029.83%-1024.8pp | 802.97%-798.0pp | 345.43%-340.4pp |
| Employer contribution / active EE | $1,570 | $5,858-73.2% | $5,144-69.5% | $4,764-67.0% |
| Participant deferral / active EE | $325 | $5,948-94.5% | $5,198-93.7% | $5,851-94.4% |
| Admin fee / account holder | $329 | $17,111-98.1% | $13,955-97.6% | $11,599-97.2% |