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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 | $9,469 | $78,015-87.9% | $178,505-94.7% | $80,959-88.3% |
| Participation rate | 73.8% | 65.7%+8.1pp | 77.1%-3.3pp | 67.7%+6.1pp |
| Annual return | 7.03% | 18.10%-11.1pp | 27.16%-20.1pp | 35.67%-28.6pp |
| Employer contribution / active EE | $872 | $2,281-61.8% | $3,955-77.9% | $2,757-68.4% |
| Participant deferral / active EE | $432 | $4,406-90.2% | $6,280-93.1% | $4,300-90.0% |
| Admin fee / account holder | $443 | $7,160-93.8% | $10,428-95.8% | $6,925-93.6% |