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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 | $15,408 | $201,344-92.3% | $184,243-91.6% | $145,877-89.4% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 6.41% | 29.01%-22.6pp | 28.82%-22.4pp | 551.28%-544.9pp |
| Employer contribution / active EE | $4,627 | $7,022-34.1% | $6,427-28.0% | $4,663-0.8% |
| Participant deferral / active EE | $2,329 | $9,807-76.2% | $9,132-74.5% | $6,691-65.2% |
| Admin fee / account holder | $391 | $16,382-97.6% | $13,914-97.2% | $13,402-97.1% |