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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 | $105,284-76.8% | $150,734-83.8% | $94,015-74.0% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.4%+21.6pp | 70.8%+29.2pp |
| Annual return | 9.48% | 15.67%-6.2pp | 600.81%-591.3pp | 17.84%-8.4pp |
| Employer contribution / active EE | $2,106 | $3,599-41.5% | $4,918-57.2% | $2,790-24.5% |
| Participant deferral / active EE | $1,637 | $4,274-61.7% | $5,610-70.8% | $4,249-61.5% |
| Admin fee / account holder | $1,496 | $9,839-84.8% | $14,905-90.0% | $8,951-83.3% |