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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 | $14,920 | $67,602-77.9% | $82,312-81.9% | $70,126-78.7% |
| Participation rate | 84.2% | 72.8%+11.4pp | 76.9%+7.3pp | 69.5%+14.7pp |
| Annual return | 6.37% | 21.57%-15.2pp | 25.88%-19.5pp | 73.15%-66.8pp |
| Employer contribution / active EE | $392 | $1,755-77.7% | $2,428-83.9% | $2,343-83.3% |
| Participant deferral / active EE | $1,108 | $2,987-62.9% | $3,706-70.1% | $3,332-66.7% |
| Admin fee / account holder | $341 | $4,512-92.4% | $5,608-93.9% | $4,645-92.7% |