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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 | $7,161 | $81,487-91.2% | $102,412-93.0% | $80,935-91.2% |
| Participation rate | 100.0% | 66.8%+33.2pp | 74.5%+25.5pp | 67.7%+32.3pp |
| Annual return | 8.46% | 25.60%-17.1pp | 24.94%-16.5pp | 35.66%-27.2pp |
| Employer contribution / active EE | $3,656 | $3,103+17.8% | $3,870-5.5% | $2,757+32.6% |
| Participant deferral / active EE | $647 | $3,871-83.3% | $5,060-87.2% | $4,299-85.0% |
| Admin fee / account holder | $1,070 | $6,717-84.1% | $8,388-87.2% | $6,924-84.6% |