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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 | $18,715 | $150,447-87.6% | $136,298-86.3% | $147,586-87.3% |
| Participation rate | 100.0% | 84.4%+15.6pp | 81.9%+18.1pp | 82.8%+17.2pp |
| Annual return | 9.76% | 1049.15%-1039.4pp | 5156.27%-5146.5pp | 578.59%-568.8pp |
| Employer contribution / active EE | $2,482 | $5,256-52.8% | $4,696-47.1% | $4,876-49.1% |
| Participant deferral / active EE | $900 | $6,631-86.4% | $6,247-85.6% | $5,439-83.5% |
| Admin fee / account holder | $681 | $10,906-93.8% | $9,244-92.6% | $10,886-93.7% |