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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 | $5,060 | $84,953-94.0% | $163,379-96.9% | $82,637-93.9% |
| Participation rate | 80.6% | 65.9%+14.7pp | 76.8%+3.8pp | 68.1%+12.6pp |
| Annual return | 12.68% | 23.07%-10.4pp | 63.41%-50.7pp | 53.51%-40.8pp |
| Employer contribution / active EE | $1,083 | $2,183-50.4% | $3,752-71.1% | $2,552-57.6% |
| Participant deferral / active EE | $1,215 | $4,326-71.9% | $6,282-80.7% | $4,126-70.5% |
| Admin fee / account holder | $535 | $7,921-93.2% | $9,818-94.6% | $7,339-92.7% |