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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 | $15,130 | $54,541-72.3% | $78,778-80.8% | $70,124-78.4% |
| Participation rate | 92.3% | 60.8%+31.5pp | 69.2%+23.1pp | 69.5%+22.8pp |
| Annual return | 9.08% | 21.07%-12.0pp | 35.62%-26.5pp | 73.14%-64.1pp |
| Employer contribution / active EE | $0 | $1,089-100.0% | $1,986-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $845 | $2,210-61.8% | $2,958-71.4% | $3,332-74.6% |
| Admin fee / account holder | $1,908 | $3,709-48.5% | $5,134-62.8% | $4,645-58.9% |