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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 | $17,115 | $56,894-69.9% | $84,753-79.8% | $62,881-72.8% |
| Participation rate | 86.6% | 68.5%+18.0pp | 76.6%+10.0pp | 69.3%+17.3pp |
| Annual return | 0.67% | 6.30%-5.6pp | 22.78%-22.1pp | 20.14%-19.5pp |
| Employer contribution / active EE | $6,945 | $2,400+189.4% | $3,574+94.3% | $2,281+204.5% |
| Participant deferral / active EE | $410 | $2,709-84.9% | $3,712-89.0% | $3,203-87.2% |
| Admin fee / account holder | $613 | $3,581-82.9% | $5,333-88.5% | $4,296-85.7% |