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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 | $11,122 | $106,749-89.6% | $145,433-92.4% | $82,448-86.5% |
| Participation rate | 77.5% | 75.6%+1.9pp | 82.1%-4.6pp | 68.1%+9.4pp |
| Annual return | 13.87% | 27.59%-13.7pp | 66.58%-52.7pp | 41.64%-27.8pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,253 | $6,519-65.4% | $7,897-71.5% | $4,139-45.6% |
| Admin fee / account holder | $1,344 | $8,390-84.0% | $13,129-89.8% | $7,234-81.4% |