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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 | $142,354-95.7% | $125,529-95.1% | $155,188-96.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.7%+25.3pp | 80.8%+19.2pp |
| Annual return | 2.41% | 306.06%-303.7pp | 202.56%-200.1pp | 148.84%-146.4pp |
| Employer contribution / active EE | $1,775 | $3,501-49.3% | $3,058-41.9% | $4,248-58.2% |
| Participant deferral / active EE | $541 | $5,491-90.1% | $4,813-88.8% | $6,531-91.7% |
| Admin fee / account holder | $1,267 | $19,392-93.5% | $16,298-92.2% | $14,480-91.2% |