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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 | $6,908 | $108,942-93.7% | $100,415-93.1% | $145,897-95.3% |
| Participation rate | 75.0% | 83.0%-8.0pp | 81.5%-6.5pp | 80.3%-5.3pp |
| Annual return | 9.18% | 58.27%-49.1pp | 49.47%-40.3pp | 552.29%-543.1pp |
| Employer contribution / active EE | $1,021 | $4,422-76.9% | $3,943-74.1% | $4,663-78.1% |
| Participant deferral / active EE | $1,746 | $8,461-79.4% | $8,091-78.4% | $6,689-73.9% |
| Admin fee / account holder | $453 | $9,702-95.3% | $7,906-94.3% | $13,390-96.6% |