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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 | $20,115 | $118,708-83.1% | $98,920-79.7% | $158,982-87.3% |
| Participation rate | 94.1% | 77.8%+16.3pp | 76.0%+18.1pp | 82.0%+12.2pp |
| Annual return | 2.96% | 372.49%-369.5pp | 196.47%-193.5pp | 302.99%-300.0pp |
| Employer contribution / active EE | $1,471 | $3,334-55.9% | $2,689-45.3% | $4,763-69.1% |
| Participant deferral / active EE | $615 | $5,089-87.9% | $4,245-85.5% | $5,983-89.7% |
| Admin fee / account holder | $703 | $10,134-93.1% | $6,643-89.4% | $11,252-93.8% |