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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 | $7,779 | $148,629-94.8% | $135,982-94.3% | $139,487-94.4% |
| Participation rate | 100.0% | 83.9%+16.1pp | 81.9%+18.1pp | 80.3%+19.7pp |
| Annual return | 11.71% | 79.33%-67.6pp | 68.32%-56.6pp | 373.84%-362.1pp |
| Employer contribution / active EE | $1,881 | $5,247-64.1% | $4,859-61.3% | $4,755-60.4% |
| Participant deferral / active EE | $364 | $8,102-95.5% | $7,760-95.3% | $6,713-94.6% |
| Admin fee / account holder | $2,551 | $12,406-79.4% | $10,767-76.3% | $11,407-77.6% |