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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 | $6,130 | $132,099-95.4% | $115,599-94.7% | $138,895-95.6% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.3%+25.7pp | 79.9%+20.1pp |
| Annual return | 2.41% | 176.76%-174.3pp | 111.10%-108.7pp | 145.39%-143.0pp |
| Employer contribution / active EE | $1,775 | $3,416-48.0% | $2,955-39.9% | $4,194-57.7% |
| Participant deferral / active EE | $541 | $5,617-90.4% | $4,889-88.9% | $6,396-91.5% |
| Admin fee / account holder | $1,267 | $15,650-91.9% | $12,841-90.1% | $12,562-89.9% |