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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 | $16,439 | $78,705-79.1% | $117,857-86.1% | $70,131-76.6% |
| Participation rate | 100.0% | 73.2%+26.8pp | 79.7%+20.3pp | 69.5%+30.5pp |
| Annual return | 11.15% | 23.30%-12.2pp | 335.09%-323.9pp | 73.14%-62.0pp |
| Employer contribution / active EE | $961 | $2,223-56.8% | $3,786-74.6% | $2,342-59.0% |
| Participant deferral / active EE | $654 | $3,297-80.2% | $4,482-85.4% | $3,332-80.4% |
| Admin fee / account holder | $2,043 | $5,065-59.7% | $8,020-74.5% | $4,645-56.0% |