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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 | $2,115 | $106,749-98.0% | $145,433-98.5% | $82,448-97.4% |
| Participation rate | 87.5% | 75.6%+11.9pp | 82.1%+5.4pp | 68.1%+19.4pp |
| Annual return | 12.87% | 27.59%-14.7pp | 66.58%-53.7pp | 41.64%-28.8pp |
| Employer contribution / active EE | $676 | $3,444-80.4% | $4,554-85.2% | $2,551-73.5% |
| Participant deferral / active EE | $959 | $6,519-85.3% | $7,897-87.9% | $4,139-76.8% |
| Admin fee / account holder | $527 | $8,390-93.7% | $13,129-96.0% | $7,234-92.7% |