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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 | $16,936 | $70,435-76.0% | $96,575-82.5% | $85,856-80.3% |
| Participation rate | 74.3% | 61.8%+12.5pp | 69.8%+4.5pp | 69.3%+5.0pp |
| Annual return | 9.93% | 18.59%-8.7pp | 37.79%-27.9pp | 318.58%-308.7pp |
| Employer contribution / active EE | $848 | $1,413-40.0% | $2,357-64.0% | $2,565-67.0% |
| Participant deferral / active EE | $1,143 | $2,894-60.5% | $3,849-70.3% | $3,952-71.1% |
| Admin fee / account holder | $554 | $4,997-88.9% | $6,182-91.0% | $6,261-91.1% |