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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 | $10,439 | $202,342-94.8% | $172,752-94.0% | $152,897-93.2% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | 7.93% | 1029.83%-1021.9pp | 802.97%-795.0pp | 345.43%-337.5pp |
| Employer contribution / active EE | $2,003 | $5,858-65.8% | $5,144-61.1% | $4,764-57.9% |
| Participant deferral / active EE | $1,787 | $5,948-70.0% | $5,198-65.6% | $5,851-69.5% |
| Admin fee / account holder | $80,036 | $17,111+367.7% | $13,955+473.5% | $11,599+590.0% |