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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 | $6,088 | $87,106-93.0% | $105,607-94.2% | $80,935-92.5% |
| Participation rate | 73.5% | 70.4%+3.1pp | 75.3%-1.7pp | 67.7%+5.9pp |
| Annual return | 8.88% | 17.01%-8.1pp | 116.11%-107.2pp | 35.66%-26.8pp |
| Employer contribution / active EE | $1,392 | $2,396-41.9% | $3,167-56.0% | $2,757-49.5% |
| Participant deferral / active EE | $157 | $3,986-96.1% | $5,011-96.9% | $4,299-96.3% |
| Admin fee / account holder | $304 | $8,447-96.4% | $10,958-97.2% | $6,924-95.6% |