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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 | $13,078 | $227,566-94.3% | $189,558-93.1% | $167,518-92.2% |
| Participation rate | 100.0% | 82.5%+17.5pp | 78.5%+21.5pp | 82.1%+17.9pp |
| Annual return | 6.53% | 78.43%-71.9pp | 64.19%-57.7pp | 478.71%-472.2pp |
| Employer contribution / active EE | $4,277 | $5,316-19.5% | $4,412-3.1% | $4,838-11.6% |
| Participant deferral / active EE | $833 | $7,002-88.1% | $6,174-86.5% | $6,342-86.9% |
| Admin fee / account holder | $377 | $11,881-96.8% | $9,809-96.2% | $12,312-96.9% |