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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 | $7,181 | $110,379-93.5% | $102,412-93.0% | $145,884-95.1% |
| Participation rate | 95.5% | 77.9%+17.5pp | 74.5%+21.0pp | 80.3%+15.2pp |
| Annual return | 4.60% | 24.84%-20.2pp | 24.94%-20.3pp | 551.85%-547.3pp |
| Employer contribution / active EE | $0 | $4,216-100.0% | $3,870-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $960 | $5,622-82.9% | $5,060-81.0% | $6,690-85.7% |
| Admin fee / account holder | $947 | $9,745-90.3% | $8,388-88.7% | $13,392-92.9% |