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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 | $18,191 | $64,324-71.7% | $118,914-84.7% | $79,856-77.2% |
| Participation rate | 100.0% | 64.9%+35.1pp | 75.4%+24.6pp | 69.6%+30.4pp |
| Annual return | 8.27% | 86.45%-78.2pp | 35.89%-27.6pp | 31.71%-23.4pp |
| Employer contribution / active EE | $1,631 | $1,836-11.2% | $3,264-50.0% | $2,471-34.0% |
| Participant deferral / active EE | $639 | $2,824-77.4% | $4,266-85.0% | $3,741-82.9% |
| Admin fee / account holder | $911 | $4,040-77.5% | $6,582-86.2% | $5,306-82.8% |