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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 | $10,564 | $47,848-77.9% | $81,473-87.0% | $70,126-84.9% |
| Participation rate | 96.9% | 58.3%+38.6pp | 68.0%+28.9pp | 69.5%+27.3pp |
| Annual return | 9.04% | 27.25%-18.2pp | 38.78%-29.7pp | 73.15%-64.1pp |
| Employer contribution / active EE | $1,351 | $1,527-11.5% | $2,568-47.4% | $2,343-42.3% |
| Participant deferral / active EE | $513 | $2,453-79.1% | $3,537-85.5% | $3,332-84.6% |
| Admin fee / account holder | $785 | $3,145-75.0% | $4,561-82.8% | $4,645-83.1% |