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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 | $7,375 | $174,379-95.8% | $152,093-95.2% | $138,895-94.7% |
| Participation rate | 100.0% | 81.6%+18.4pp | 77.8%+22.2pp | 79.9%+20.1pp |
| Annual return | 10.05% | 74.86%-64.8pp | 66.36%-56.3pp | 145.39%-135.3pp |
| Employer contribution / active EE | $1,369 | $4,652-70.6% | $4,175-67.2% | $4,194-67.4% |
| Participant deferral / active EE | $1,369 | $6,159-77.8% | $5,451-74.9% | $6,396-78.6% |
| Admin fee / account holder | $901 | $16,880-94.7% | $14,497-93.8% | $12,562-92.8% |