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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 | $25,793 | $69,977-63.1% | $108,582-76.2% | $62,881-59.0% |
| Participation rate | 100.0% | 72.9%+27.1pp | 79.6%+20.4pp | 69.3%+30.7pp |
| Annual return | 4.77% | 10.73%-6.0pp | -51.70%+56.5pp | 20.14%-15.4pp |
| Employer contribution / active EE | $2,400 | $2,135+12.4% | $3,758-36.1% | $2,281+5.2% |
| Participant deferral / active EE | $936 | $3,165-70.4% | $4,311-78.3% | $3,203-70.8% |
| Admin fee / account holder | $632 | $5,076-87.6% | $7,645-91.7% | $4,296-85.3% |