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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 | $13,790 | $79,449-82.6% | $189,558-92.7% | $85,856-83.9% |
| Participation rate | 96.9% | 66.0%+30.9pp | 78.5%+18.4pp | 69.3%+27.6pp |
| Annual return | 8.31% | 18.45%-10.1pp | 64.19%-55.9pp | 318.58%-310.3pp |
| Employer contribution / active EE | $818 | $2,081-60.7% | $4,412-81.5% | $2,565-68.1% |
| Participant deferral / active EE | $897 | $4,051-77.9% | $6,174-85.5% | $3,952-77.3% |
| Admin fee / account holder | $1,716 | $5,377-68.1% | $9,809-82.5% | $6,261-72.6% |