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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 | $14,826 | $95,453-84.5% | $112,040-86.8% | $82,448-82.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 76.5%+23.5pp | 68.1%+31.9pp |
| Annual return | 8.88% | 23.92%-15.0pp | 24.52%-15.6pp | 41.64%-32.8pp |
| Employer contribution / active EE | $2,657 | $2,318+14.6% | $2,954-10.0% | $2,551+4.2% |
| Participant deferral / active EE | $510 | $4,224-87.9% | $5,098-90.0% | $4,139-87.7% |
| Admin fee / account holder | $2,264 | $9,013-74.9% | $12,098-81.3% | $7,234-68.7% |