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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 | $19,619 | $94,436-79.2% | $115,599-83.0% | $82,637-76.3% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.3%+25.7pp | 68.1%+31.9pp |
| Annual return | 11.14% | 18.37%-7.2pp | 111.10%-100.0pp | 53.51%-42.4pp |
| Employer contribution / active EE | $964 | $2,324-58.5% | $2,955-67.4% | $2,552-62.2% |
| Participant deferral / active EE | $1,665 | $3,955-57.9% | $4,889-65.9% | $4,126-59.6% |
| Admin fee / account holder | $313 | $10,328-97.0% | $12,841-97.6% | $7,339-95.7% |