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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 | $21,247 | $201,259-89.4% | $184,200-88.5% | $145,959-85.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.89% | 28.98%-25.1pp | 28.80%-24.9pp | 561.95%-558.1pp |
| Employer contribution / active EE | $1,785 | $7,018-74.6% | $6,424-72.2% | $4,661-61.7% |
| Participant deferral / active EE | $1,632 | $9,806-83.4% | $9,132-82.1% | $6,689-75.6% |
| Admin fee / account holder | $2,191 | $16,372-86.6% | $13,907-84.2% | $13,398-83.6% |