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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 | $8,272 | $156,398-94.7% | $147,318-94.4% | $138,895-94.0% |
| Participation rate | 100.0% | 83.8%+16.2pp | 82.1%+17.9pp | 79.9%+20.1pp |
| Annual return | 3.72% | 78.75%-75.0pp | 70.43%-66.7pp | 145.39%-141.7pp |
| Employer contribution / active EE | $1,282 | $4,853-73.6% | $4,593-72.1% | $4,194-69.4% |
| Participant deferral / active EE | $1,407 | $8,237-82.9% | $7,906-82.2% | $6,396-78.0% |
| Admin fee / account holder | $912 | $14,976-93.9% | $13,708-93.3% | $12,562-92.7% |