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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 | $9,735 | $156,398-93.8% | $147,318-93.4% | $138,895-93.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 8.05% | 78.75%-70.7pp | 70.43%-62.4pp | 145.39%-137.3pp |
| Employer contribution / active EE | $3,500 | $4,853-27.9% | $4,593-23.8% | $4,194-16.6% |
| Participant deferral / active EE | $2,382 | $8,237-71.1% | $7,906-69.9% | $6,396-62.8% |
| Admin fee / account holder | $4,199 | $14,976-72.0% | $13,708-69.4% | $12,562-66.6% |