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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 | $4,282 | $101,798-95.8% | $165,071-97.4% | $80,935-94.7% |
| Participation rate | 88.0% | 71.8%+16.2pp | 78.6%+9.4pp | 67.7%+20.3pp |
| Annual return | 10.44% | 16.73%-6.3pp | 70.17%-59.7pp | 35.66%-25.2pp |
| Employer contribution / active EE | $865 | $2,954-70.7% | $4,347-80.1% | $2,757-68.6% |
| Participant deferral / active EE | $791 | $4,476-82.3% | $6,035-86.9% | $4,299-81.6% |
| Admin fee / account holder | $835 | $8,221-89.8% | $12,695-93.4% | $6,924-87.9% |