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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 | $14,281 | $76,551-81.3% | $123,894-88.5% | $62,881-77.3% |
| Participation rate | 76.3% | 73.0%+3.3pp | 81.4%-5.1pp | 69.3%+7.0pp |
| Annual return | 5.56% | 18.68%-13.1pp | 47.52%-42.0pp | 20.14%-14.6pp |
| Employer contribution / active EE | $1,403 | $2,882-51.3% | $4,617-69.6% | $2,281-38.5% |
| Participant deferral / active EE | $951 | $4,840-80.3% | $5,984-84.1% | $3,203-70.3% |
| Admin fee / account holder | $1,846 | $4,826-61.8% | $8,357-77.9% | $4,296-57.0% |