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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 | $6,924 | $107,809-93.6% | $97,032-92.9% | $155,188-95.5% |
| Participation rate | 70.0% | 75.5%-5.5pp | 71.6%-1.6pp | 80.8%-10.8pp |
| Annual return | 4.79% | 38.06%-33.3pp | 35.38%-30.6pp | 148.84%-144.0pp |
| Employer contribution / active EE | $412 | $2,911-85.9% | $2,629-84.3% | $4,248-90.3% |
| Participant deferral / active EE | $736 | $5,129-85.6% | $4,672-84.2% | $6,531-88.7% |
| Admin fee / account holder | $14,042 | $10,717+31.0% | $9,418+49.1% | $14,480-3.0% |