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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 | $26,304 | $202,342-87.0% | $172,753-84.8% | $152,909-82.8% |
| Participation rate | 95.2% | 87.1%+8.2pp | 82.6%+12.6pp | 82.5%+12.8pp |
| Annual return | 11.47% | 1029.88%-1018.4pp | 803.00%-791.5pp | 345.46%-334.0pp |
| Employer contribution / active EE | $1,335 | $5,857-77.2% | $5,144-74.0% | $4,764-72.0% |
| Participant deferral / active EE | $1,421 | $5,948-76.1% | $5,198-72.7% | $5,851-75.7% |
| Admin fee / account holder | $6,083 | $17,112-64.4% | $13,956-56.4% | $11,601-47.6% |