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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 | $9,726 | $86,949-88.8% | $102,460-90.5% | $80,959-88.0% |
| Participation rate | 84.6% | 72.4%+12.2pp | 76.5%+8.1pp | 67.7%+16.9pp |
| Annual return | 8.80% | 18.89%-10.1pp | 29.47%-20.7pp | 35.67%-26.9pp |
| Employer contribution / active EE | $899 | $2,370-62.1% | $3,025-70.3% | $2,757-67.4% |
| Participant deferral / active EE | $1,510 | $4,121-63.4% | $5,056-70.1% | $4,300-64.9% |
| Admin fee / account holder | $645 | $8,048-92.0% | $9,460-93.2% | $6,925-90.7% |