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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 | $18,947 | $70,587-73.2% | $124,693-84.8% | $85,847-77.9% |
| Participation rate | 91.5% | 64.4%+27.1pp | 74.6%+16.9pp | 69.3%+22.2pp |
| Annual return | 5.66% | 20688.83%-20683.2pp | 5144.19%-5138.5pp | 318.61%-312.9pp |
| Employer contribution / active EE | $889 | $1,913-53.5% | $3,324-73.3% | $2,565-65.3% |
| Participant deferral / active EE | $333 | $2,969-88.8% | $4,615-92.8% | $3,952-91.6% |
| Admin fee / account holder | $2,283 | $5,282-56.8% | $7,494-69.5% | $6,261-63.5% |