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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 | $2,416 | $72,446-96.7% | $67,561-96.4% | $145,877-98.3% |
| Participation rate | 100.0% | 76.9%+23.1pp | 72.9%+27.1pp | 80.3%+19.7pp |
| Annual return | 9.02% | 7211.98%-7203.0pp | 3525.44%-3516.4pp | 551.28%-542.3pp |
| Employer contribution / active EE | $697 | $3,072-77.3% | $2,735-74.5% | $4,663-85.1% |
| Participant deferral / active EE | $750 | $4,785-84.3% | $4,003-81.3% | $6,691-88.8% |
| Admin fee / account holder | $741 | $5,541-86.6% | $4,006-81.5% | $13,402-94.5% |