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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 | $1,444 | $100,073-98.6% | $85,126-98.3% | $145,877-99.0% |
| Participation rate | 88.2% | 74.1%+14.1pp | 67.5%+20.7pp | 80.3%+7.9pp |
| Annual return | 3.98% | 84.11%-80.1pp | 66.63%-62.7pp | 551.28%-547.3pp |
| Employer contribution / active EE | $386 | $3,236-88.1% | $2,731-85.9% | $4,663-91.7% |
| Participant deferral / active EE | $688 | $5,294-87.0% | $4,523-84.8% | $6,691-89.7% |
| Admin fee / account holder | $301 | $7,261-95.9% | $6,160-95.1% | $13,402-97.8% |