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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 | $3,686 | $90,530-95.9% | $76,030-95.2% | $145,897-97.5% |
| Participation rate | 78.3% | 74.4%+3.8pp | 69.1%+9.2pp | 80.3%-2.0pp |
| Annual return | 0.26% | 625.08%-624.8pp | 361.54%-361.3pp | 552.29%-552.0pp |
| Employer contribution / active EE | $783 | $3,319-76.4% | $2,688-70.9% | $4,663-83.2% |
| Participant deferral / active EE | $989 | $5,164-80.8% | $4,257-76.8% | $6,689-85.2% |
| Admin fee / account holder | $770 | $8,383-90.8% | $6,421-88.0% | $13,390-94.2% |