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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 | $6,473 | $166,242-96.1% | $165,071-96.1% | $145,884-95.6% |
| Participation rate | 77.8% | 82.0%-4.2pp | 78.6%-0.8pp | 80.3%-2.5pp |
| Annual return | 2.82% | 100.44%-97.6pp | 70.17%-67.3pp | 551.85%-549.0pp |
| Employer contribution / active EE | $1,637 | $5,283-69.0% | $4,347-62.3% | $4,662-64.9% |
| Participant deferral / active EE | $1,882 | $6,964-73.0% | $6,035-68.8% | $6,690-71.9% |
| Admin fee / account holder | $996 | $16,658-94.0% | $12,695-92.2% | $13,392-92.6% |