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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 | $9,569 | $53,128-82.0% | $86,582-88.9% | $70,126-86.4% |
| Participation rate | 91.4% | 65.3%+26.1pp | 73.5%+17.8pp | 69.5%+21.8pp |
| Annual return | 12.17% | 27.66%-15.5pp | 965.08%-952.9pp | 73.15%-61.0pp |
| Employer contribution / active EE | $759 | $2,068-63.3% | $2,839-73.3% | $2,343-67.6% |
| Participant deferral / active EE | $632 | $2,695-76.5% | $3,609-82.5% | $3,332-81.0% |
| Admin fee / account holder | $456 | $3,584-87.3% | $4,904-90.7% | $4,645-90.2% |