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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 | $11,806 | $160,028-92.6% | $147,080-92.0% | $145,884-91.9% |
| Participation rate | 100.0% | 84.0%+16.0pp | 82.2%+17.8pp | 80.3%+19.7pp |
| Annual return | 4.97% | 98.60%-93.6pp | 420.17%-415.2pp | 551.85%-546.9pp |
| Employer contribution / active EE | $1,544 | $5,286-70.8% | $4,933-68.7% | $4,662-66.9% |
| Participant deferral / active EE | $2,110 | $8,422-74.9% | $8,066-73.8% | $6,690-68.5% |
| Admin fee / account holder | $920 | $15,030-93.9% | $12,989-92.9% | $13,392-93.1% |