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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 | $2,682 | $88,778-97.0% | $81,844-96.7% | $145,884-98.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 72.4%+7.6pp | 80.3%-0.3pp |
| Annual return | 9.14% | 1033.03%-1023.9pp | 778.87%-769.7pp | 551.85%-542.7pp |
| Employer contribution / active EE | $408 | $3,087-86.8% | $2,916-86.0% | $4,662-91.3% |
| Participant deferral / active EE | $609 | $4,648-86.9% | $4,323-85.9% | $6,690-90.9% |
| Admin fee / account holder | $322 | $8,430-96.2% | $7,355-95.6% | $13,392-97.6% |