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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 | $24,413 | $93,345-73.8% | $119,126-79.5% | $87,485-72.1% |
| Participation rate | 100.0% | 68.7%+31.3pp | 75.8%+24.2pp | 68.9%+31.1pp |
| Annual return | 9.48% | 19.08%-9.6pp | 282.11%-272.6pp | 26.06%-16.6pp |
| Employer contribution / active EE | $2,106 | $3,172-33.6% | $4,034-47.8% | $2,596-18.9% |
| Participant deferral / active EE | $1,637 | $4,099-60.1% | $5,318-69.2% | $4,274-61.7% |
| Admin fee / account holder | $1,496 | $8,039-81.4% | $10,693-86.0% | $7,775-80.8% |