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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 | $7,231 | $160,040-95.5% | $147,096-95.1% | $145,877-95.0% |
| Participation rate | 94.7% | 84.0%+10.7pp | 82.2%+12.6pp | 80.3%+14.4pp |
| Annual return | 8.37% | 98.49%-90.1pp | 419.75%-411.4pp | 551.28%-542.9pp |
| Employer contribution / active EE | $1,088 | $5,289-79.4% | $4,936-77.9% | $4,663-76.7% |
| Participant deferral / active EE | $2,583 | $8,429-69.4% | $8,071-68.0% | $6,691-61.4% |
| Admin fee / account holder | $384 | $15,050-97.5% | $13,005-97.0% | $13,402-97.1% |