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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 | $8,909 | $106,749-91.7% | $145,433-93.9% | $82,448-89.2% |
| Participation rate | 100.0% | 75.6%+24.4pp | 82.1%+17.9pp | 68.1%+31.9pp |
| Annual return | 7.09% | 27.59%-20.5pp | 66.58%-59.5pp | 41.64%-34.5pp |
| Employer contribution / active EE | $1,615 | $3,444-53.1% | $4,554-64.5% | $2,551-36.7% |
| Participant deferral / active EE | $1,977 | $6,519-69.7% | $7,897-75.0% | $4,139-52.2% |
| Admin fee / account holder | $573 | $8,390-93.2% | $13,129-95.6% | $7,234-92.1% |