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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 | $24,376 | $199,109-87.8% | $173,730-86.0% | $154,746-84.2% |
| Participation rate | 100.0% | 82.8%+17.2pp | 79.6%+20.4pp | 80.7%+19.3pp |
| Annual return | 7.56% | 20.02%-12.5pp | 19.96%-12.4pp | 172.34%-164.8pp |
| Employer contribution / active EE | $2,189 | $5,311-58.8% | $4,577-52.2% | $4,379-50.0% |
| Participant deferral / active EE | $602 | $7,113-91.5% | $6,326-90.5% | $6,730-91.1% |
| Admin fee / account holder | $10,579 | $20,916-49.4% | $17,523-39.6% | $14,365-26.4% |