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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 | $12,765 | $99,994-87.2% | $146,643-91.3% | $85,847-85.1% |
| Participation rate | 100.0% | 73.1%+26.9pp | 80.1%+19.9pp | 69.3%+30.7pp |
| Annual return | 8.84% | 18.93%-10.1pp | 22.75%-13.9pp | 318.61%-309.8pp |
| Employer contribution / active EE | $2,661 | $2,559+4.0% | $4,137-35.7% | $2,565+3.7% |
| Participant deferral / active EE | $1,576 | $4,006-60.7% | $5,506-71.4% | $3,952-60.1% |
| Admin fee / account holder | $536 | $7,703-93.0% | $10,280-94.8% | $6,261-91.4% |