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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 | $20,603 | $100,041-79.4% | $149,718-86.2% | $70,131-70.6% |
| Participation rate | 100.0% | 83.6%+16.4pp | 87.1%+12.9pp | 69.5%+30.5pp |
| Annual return | 1.95% | 27.43%-25.5pp | 1501.67%-1499.7pp | 73.14%-71.2pp |
| Employer contribution / active EE | $1,412 | $3,662-61.4% | $5,445-74.1% | $2,342-39.7% |
| Participant deferral / active EE | $1,061 | $4,983-78.7% | $6,569-83.9% | $3,332-68.2% |
| Admin fee / account holder | $4,976 | $8,286-40.0% | $11,283-55.9% | $4,645+7.1% |