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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 | $101,950-80.8% | $125,529-84.4% | $86,983-77.4% |
| Participation rate | 100.0% | 70.2%+29.8pp | 74.7%+25.3pp | 69.5%+30.5pp |
| Annual return | 11.14% | 18.29%-7.2pp | 202.56%-191.4pp | 25.83%-14.7pp |
| Employer contribution / active EE | $964 | $2,358-59.1% | $3,058-68.5% | $2,584-62.7% |
| Participant deferral / active EE | $1,665 | $3,862-56.9% | $4,813-65.4% | $4,194-60.3% |
| Admin fee / account holder | $313 | $12,791-97.6% | $16,298-98.1% | $7,856-96.0% |