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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 | $2,925 | $154,228-98.1% | $145,433-98.0% | $137,256-97.9% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 80.0%+20.0pp |
| Annual return | 9.73% | 74.59%-64.9pp | 66.58%-56.8pp | 220.34%-210.6pp |
| Employer contribution / active EE | $865 | $4,804-82.0% | $4,554-81.0% | $4,156-79.2% |
| Participant deferral / active EE | $2,307 | $8,216-71.9% | $7,897-70.8% | $6,407-64.0% |
| Admin fee / account holder | $864 | $14,344-94.0% | $13,129-93.4% | $12,270-93.0% |