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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 | $8,180 | $94,031-91.3% | $115,768-92.9% | $82,448-90.1% |
| Participation rate | 86.4% | 70.4%+15.9pp | 74.4%+12.0pp | 68.1%+18.3pp |
| Annual return | 11.25% | 20.61%-9.4pp | 100.46%-89.2pp | 41.64%-30.4pp |
| Employer contribution / active EE | $1,441 | $2,323-38.0% | $2,940-51.0% | $2,551-43.5% |
| Participant deferral / active EE | $1,271 | $3,972-68.0% | $4,917-74.2% | $4,139-69.3% |
| Admin fee / account holder | $1,973 | $10,249-80.8% | $12,439-84.1% | $7,234-72.7% |