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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 | $21,969 | $96,731-77.3% | $123,973-82.3% | $86,983-74.7% |
| Participation rate | 100.0% | 70.0%+30.0pp | 76.7%+23.3pp | 69.5%+30.5pp |
| Annual return | 8.48% | 17.33%-8.8pp | 388.13%-379.6pp | 25.83%-17.4pp |
| Employer contribution / active EE | $7,066 | $3,297+114.3% | $4,126+71.3% | $2,584+173.4% |
| Participant deferral / active EE | $1,721 | $4,152-58.6% | $5,247-67.2% | $4,194-59.0% |
| Admin fee / account holder | $4,411 | $8,722-49.4% | $11,799-62.6% | $7,856-43.9% |