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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 | $7,891 | $129,737-93.9% | $119,126-93.4% | $154,746-94.9% |
| Participation rate | 90.0% | 78.9%+11.1pp | 75.8%+14.2pp | 80.7%+9.3pp |
| Annual return | 8.29% | 379.08%-370.8pp | 282.11%-273.8pp | 172.34%-164.0pp |
| Employer contribution / active EE | $6,220 | $4,375+42.2% | $4,034+54.2% | $4,379+42.0% |
| Participant deferral / active EE | $107 | $5,842-98.2% | $5,318-98.0% | $6,730-98.4% |
| Admin fee / account holder | $1,281 | $11,961-89.3% | $10,693-88.0% | $14,365-91.1% |