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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 | $16,805 | $176,077-90.5% | $159,455-89.5% | $167,518-90.0% |
| Participation rate | 100.0% | 84.9%+15.1pp | 82.8%+17.2pp | 82.1%+17.9pp |
| Annual return | 9.40% | 331.83%-322.4pp | 263.63%-254.2pp | 478.71%-469.3pp |
| Employer contribution / active EE | $2,403 | $5,298-54.6% | $4,830-50.3% | $4,838-50.3% |
| Participant deferral / active EE | $1,567 | $7,751-79.8% | $7,353-78.7% | $6,342-75.3% |
| Admin fee / account holder | $6,663 | $12,556-46.9% | $10,800-38.3% | $12,312-45.9% |