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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 | $7,479 | $159,978-95.3% | $147,041-94.9% | $145,978-94.9% |
| Participation rate | 71.4% | 84.0%-12.6pp | 82.2%-10.7pp | 80.3%-8.9pp |
| Annual return | 9.45% | 98.36%-88.9pp | 419.21%-409.8pp | 550.52%-541.1pp |
| Employer contribution / active EE | $1,043 | $5,288-80.3% | $4,935-78.9% | $4,662-77.6% |
| Participant deferral / active EE | $2,435 | $8,429-71.1% | $8,071-69.8% | $6,690-63.6% |
| Admin fee / account holder | $506 | $15,053-96.6% | $13,006-96.1% | $13,400-96.2% |