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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 | $7,030 | $110,337-93.6% | $102,383-93.1% | $145,877-95.2% |
| Participation rate | 73.9% | 77.9%-4.0pp | 74.5%-0.6pp | 80.3%-6.4pp |
| Annual return | 6.74% | 24.83%-18.1pp | 24.94%-18.2pp | 551.28%-544.5pp |
| Employer contribution / active EE | $7,014 | $4,216+66.4% | $3,870+81.2% | $4,663+50.4% |
| Participant deferral / active EE | $0 | $5,621-100.0% | $5,060-100.0% | $6,691-100.0% |
| Admin fee / account holder | $401 | $9,750-95.9% | $8,391-95.2% | $13,402-97.0% |