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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 | $90,614-95.9% | $76,089-95.2% | $145,877-97.5% |
| Participation rate | 78.3% | 74.5%+3.8pp | 69.1%+9.2pp | 80.3%-2.0pp |
| Annual return | 0.26% | 623.80%-623.5pp | 360.94%-360.7pp | 551.28%-551.0pp |
| Employer contribution / active EE | $783 | $3,324-76.4% | $2,690-70.9% | $4,663-83.2% |
| Participant deferral / active EE | $989 | $5,168-80.9% | $4,259-76.8% | $6,691-85.2% |
| Admin fee / account holder | $770 | $8,376-90.8% | $6,418-88.0% | $13,402-94.3% |