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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 | $22,066 | $112,112-80.3% | $95,956-77.0% | $158,950-86.1% |
| Participation rate | 100.0% | 79.0%+21.0pp | 77.1%+22.9pp | 82.0%+18.0pp |
| Annual return | 5.36% | 171.15%-165.8pp | 91.63%-86.3pp | 302.91%-297.5pp |
| Employer contribution / active EE | $650 | $3,199-79.7% | $2,541-74.4% | $4,762-86.4% |
| Participant deferral / active EE | $1,216 | $4,784-74.6% | $4,167-70.8% | $5,983-79.7% |
| Admin fee / account holder | $333 | $10,134-96.7% | $6,797-95.1% | $11,248-97.0% |