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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 | $11,001 | $73,546-85.0% | $63,018-82.5% | $147,586-92.5% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.8%+25.2pp | 82.8%+17.2pp |
| Annual return | 3.41% | 175.56%-172.1pp | 87.62%-84.2pp | 578.59%-575.2pp |
| Employer contribution / active EE | $1,773 | $3,324-46.7% | $2,761-35.8% | $4,876-63.6% |
| Participant deferral / active EE | $479 | $4,185-88.6% | $3,330-85.6% | $5,439-91.2% |
| Admin fee / account holder | $706 | $5,956-88.1% | $3,601-80.4% | $10,886-93.5% |