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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 | $2,850 | $201,344-98.6% | $184,243-98.5% | $145,877-98.0% |
| Participation rate | 100.0% | 87.5%+12.5pp | 86.8%+13.2pp | 80.3%+19.7pp |
| Annual return | 3.48% | 29.01%-25.5pp | 28.82%-25.3pp | 551.28%-547.8pp |
| Employer contribution / active EE | $3,947 | $7,022-43.8% | $6,427-38.6% | $4,663-15.4% |
| Participant deferral / active EE | $1,417 | $9,807-85.6% | $9,132-84.5% | $6,691-78.8% |
| Admin fee / account holder | $734 | $16,382-95.5% | $13,914-94.7% | $13,402-94.5% |