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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 | $5,538 | $148,623-96.3% | $135,974-95.9% | $139,466-96.0% |
| Participation rate | 95.0% | 83.9%+11.1pp | 81.9%+13.1pp | 80.3%+14.7pp |
| Annual return | 3.85% | 79.30%-75.4pp | 68.30%-64.5pp | 373.66%-369.8pp |
| Employer contribution / active EE | $1,257 | $5,246-76.1% | $4,859-74.1% | $4,754-73.6% |
| Participant deferral / active EE | $2,352 | $8,103-71.0% | $7,760-69.7% | $6,712-65.0% |
| Admin fee / account holder | $1,040 | $12,406-91.6% | $10,767-90.3% | $11,409-90.9% |