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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 | $2,462 | $102,696-97.6% | $86,235-97.1% | $139,487-98.2% |
| Participation rate | 77.8% | 74.5%+3.3pp | 69.0%+8.8pp | 80.3%-2.6pp |
| Annual return | 8.53% | 1925.91%-1917.4pp | 1170.03%-1161.5pp | 373.84%-365.3pp |
| Employer contribution / active EE | $557 | $3,034-81.6% | $2,381-76.6% | $4,755-88.3% |
| Participant deferral / active EE | $900 | $4,679-80.8% | $3,987-77.4% | $6,713-86.6% |
| Admin fee / account holder | $717 | $8,667-91.7% | $6,856-89.5% | $11,407-93.7% |