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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 | $27,830 | $142,972-80.5% | $214,702-87.0% | $86,983-68.0% |
| Participation rate | 90.0% | 84.9%+5.1pp | 87.5%+2.5pp | 69.5%+20.5pp |
| Annual return | 11.32% | 18.49%-7.2pp | 54.55%-43.2pp | 25.83%-14.5pp |
| Employer contribution / active EE | $0 | $4,635-100.0% | $6,461-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,764 | $6,568-57.9% | $9,147-69.8% | $4,194-34.1% |
| Admin fee / account holder | $460 | $17,617-97.4% | $19,830-97.7% | $7,856-94.1% |