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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 | $6,709 | $111,535-94.0% | $105,223-93.6% | $137,256-95.1% |
| Participation rate | 90.9% | 78.1%+12.8pp | 75.0%+15.9pp | 80.0%+10.9pp |
| Annual return | 11.25% | 237.85%-226.6pp | 180.65%-169.4pp | 220.34%-209.1pp |
| Employer contribution / active EE | $2,406 | $3,939-38.9% | $3,689-34.8% | $4,156-42.1% |
| Participant deferral / active EE | $1,203 | $5,500-78.1% | $5,072-76.3% | $6,407-81.2% |
| Admin fee / account holder | $1,113 | $9,721-88.5% | $8,859-87.4% | $12,270-90.9% |