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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 | $13,386 | $67,411-80.1% | $91,004-85.3% | $70,126-80.9% |
| Participation rate | 71.4% | 71.4%+0.1pp | 75.6%-4.2pp | 69.5%+1.9pp |
| Annual return | 10.74% | -40.16%+50.9pp | 4.60%+6.1pp | 73.15%-62.4pp |
| Employer contribution / active EE | $2,713 | $1,786+51.9% | $2,456+10.5% | $2,343+15.8% |
| Participant deferral / active EE | $667 | $2,823-76.4% | $3,548-81.2% | $3,332-80.0% |
| Admin fee / account holder | $1,130 | $4,236-73.3% | $5,417-79.1% | $4,645-75.7% |