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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 | $9,401 | $107,941-91.3% | $91,994-89.8% | $152,909-93.9% |
| Participation rate | 70.0% | 81.2%-11.2pp | 78.6%-8.6pp | 82.5%-12.5pp |
| Annual return | 9.86% | 89.28%-79.4pp | 69.04%-59.2pp | 345.46%-335.6pp |
| Employer contribution / active EE | $10,113 | $4,212+140.1% | $3,453+192.9% | $4,764+112.3% |
| Participant deferral / active EE | $0 | $6,366-100.0% | $5,924-100.0% | $5,851-100.0% |
| Admin fee / account holder | $1,747 | $10,521-83.4% | $7,744-77.4% | $11,601-84.9% |