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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 | $1,174 | $88,778-98.7% | $81,844-98.6% | $145,884-99.2% |
| Participation rate | 84.6% | 75.1%+9.5pp | 72.4%+12.2pp | 80.3%+4.3pp |
| Annual return | 6.97% | 1033.03%-1026.1pp | 778.87%-771.9pp | 551.85%-544.9pp |
| Employer contribution / active EE | $394 | $3,087-87.2% | $2,916-86.5% | $4,662-91.5% |
| Participant deferral / active EE | $396 | $4,648-91.5% | $4,323-90.8% | $6,690-94.1% |
| Admin fee / account holder | $315 | $8,430-96.3% | $7,355-95.7% | $13,392-97.7% |