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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 | $4,007 | $114,119-96.5% | $107,187-96.3% | $138,895-97.1% |
| Participation rate | 78.3% | 78.1%+0.2pp | 75.0%+3.2pp | 79.9%-1.7pp |
| Annual return | 10.66% | 273.21%-262.5pp | 204.55%-193.9pp | 145.39%-134.7pp |
| Employer contribution / active EE | $0 | $4,059-100.0% | $3,782-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $1,424 | $5,538-74.3% | $5,096-72.1% | $6,396-77.7% |
| Admin fee / account holder | $1,633 | $10,024-83.7% | $9,162-82.2% | $12,562-87.0% |