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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 | $10,638 | $67,411-84.2% | $91,004-88.3% | $70,124-84.8% |
| Participation rate | 71.0% | 71.4%-0.4pp | 75.6%-4.6pp | 69.5%+1.4pp |
| Annual return | 11.80% | -40.16%+52.0pp | 4.60%+7.2pp | 73.14%-61.3pp |
| Employer contribution / active EE | $1,617 | $1,786-9.5% | $2,456-34.2% | $2,342-31.0% |
| Participant deferral / active EE | $1,158 | $2,823-59.0% | $3,548-67.4% | $3,332-65.2% |
| Admin fee / account holder | $581 | $4,236-86.3% | $5,417-89.3% | $4,645-87.5% |