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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 | $12,437 | $106,008-88.3% | $92,240-86.5% | $147,586-91.6% |
| Participation rate | 100.0% | 80.4%+19.6pp | 76.5%+23.5pp | 82.8%+17.2pp |
| Annual return | 4.29% | 50.05%-45.8pp | 176.29%-172.0pp | 578.59%-574.3pp |
| Employer contribution / active EE | $1,542 | $4,333-64.4% | $3,680-58.1% | $4,876-68.4% |
| Participant deferral / active EE | $992 | $4,478-77.8% | $3,897-74.5% | $5,439-81.8% |
| Admin fee / account holder | $424 | $6,333-93.3% | $5,194-91.8% | $10,886-96.1% |