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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 | $8,683 | $148,623-94.2% | $135,974-93.6% | $139,466-93.8% |
| Participation rate | 75.0% | 83.9%-8.9pp | 81.9%-6.9pp | 80.3%-5.3pp |
| Annual return | 7.95% | 79.30%-71.3pp | 68.30%-60.4pp | 373.66%-365.7pp |
| Employer contribution / active EE | $1,250 | $5,246-76.2% | $4,859-74.3% | $4,754-73.7% |
| Participant deferral / active EE | $1,431 | $8,103-82.3% | $7,760-81.6% | $6,712-78.7% |
| Admin fee / account holder | $31,659 | $12,406+155.2% | $10,767+194.1% | $11,409+177.5% |