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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 | $8,993 | $81,331-88.9% | $155,534-94.2% | $80,935-88.9% |
| Participation rate | 100.0% | 66.3%+33.7pp | 78.2%+21.8pp | 67.7%+32.3pp |
| Annual return | 10.43% | 33.37%-22.9pp | 64.92%-54.5pp | 35.66%-25.2pp |
| Employer contribution / active EE | $1,203 | $3,105-61.3% | $4,675-74.3% | $2,757-56.4% |
| Participant deferral / active EE | $706 | $3,454-79.6% | $5,630-87.5% | $4,299-83.6% |
| Admin fee / account holder | $303 | $7,999-96.2% | $15,900-98.1% | $6,924-95.6% |