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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 | $8,404 | $81,487-89.7% | $102,412-91.8% | $80,935-89.6% |
| Participation rate | 76.1% | 66.8%+9.2pp | 74.5%+1.6pp | 67.7%+8.4pp |
| Annual return | 8.12% | 25.60%-17.5pp | 24.94%-16.8pp | 35.66%-27.5pp |
| Employer contribution / active EE | $3,525 | $3,103+13.6% | $3,870-8.9% | $2,757+27.9% |
| Participant deferral / active EE | $0 | $3,871-100.0% | $5,060-100.0% | $4,299-100.0% |
| Admin fee / account holder | $1,597 | $6,717-76.2% | $8,388-81.0% | $6,924-76.9% |