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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 | $11,269 | $154,228-92.7% | $145,433-92.3% | $137,256-91.8% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 3.28% | 74.59%-71.3pp | 66.58%-63.3pp | 220.34%-217.1pp |
| Employer contribution / active EE | $1,209 | $4,804-74.8% | $4,554-73.5% | $4,156-70.9% |
| Participant deferral / active EE | $2,175 | $8,216-73.5% | $7,897-72.5% | $6,407-66.0% |
| Admin fee / account holder | $53,691 | $14,344+274.3% | $13,129+309.0% | $12,270+337.6% |