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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 | $13,595 | $72,471-81.2% | $94,215-85.6% | $86,983-84.4% |
| Participation rate | 86.7% | 63.9%+22.8pp | 70.0%+16.7pp | 69.5%+17.1pp |
| Annual return | 11.84% | 26.44%-14.6pp | 28.22%-16.4pp | 25.83%-14.0pp |
| Employer contribution / active EE | $0 | $1,936-100.0% | $2,675-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $958 | $3,397-71.8% | $4,276-77.6% | $4,194-77.2% |
| Admin fee / account holder | $717 | $6,468-88.9% | $10,216-93.0% | $7,856-90.9% |