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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 | $19,517 | $108,825-82.1% | $156,181-87.5% | $82,448-76.3% |
| Participation rate | 86.7% | 72.4%+14.3pp | 78.8%+7.8pp | 68.1%+18.6pp |
| Annual return | 12.35% | 20.59%-8.2pp | 64.87%-52.5pp | 41.64%-29.3pp |
| Employer contribution / active EE | $2,187 | $2,870-23.8% | $4,294-49.1% | $2,551-14.3% |
| Participant deferral / active EE | $1,836 | $4,577-59.9% | $6,132-70.1% | $4,139-55.6% |
| Admin fee / account holder | $795 | $9,341-91.5% | $14,586-94.6% | $7,234-89.0% |