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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 | $2,421 | $81,358-97.0% | $155,556-98.4% | $80,959-97.0% |
| Participation rate | 75.5% | 66.3%+9.2pp | 78.2%-2.7pp | 67.7%+7.8pp |
| Annual return | 7.83% | 33.39%-25.6pp | 64.84%-57.0pp | 35.67%-27.8pp |
| Employer contribution / active EE | $404 | $3,106-87.0% | $4,675-91.4% | $2,757-85.3% |
| Participant deferral / active EE | $782 | $3,455-77.4% | $5,631-86.1% | $4,300-81.8% |
| Admin fee / account holder | $366 | $7,994-95.4% | $15,885-97.7% | $6,925-94.7% |