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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 | $20,921 | $77,472-73.0% | $100,415-79.2% | $80,959-74.2% |
| Participation rate | 85.3% | 76.9%+8.3pp | 81.5%+3.8pp | 67.7%+17.6pp |
| Annual return | 10.64% | 37.26%-26.6pp | 49.47%-38.8pp | 35.67%-25.0pp |
| Employer contribution / active EE | $1,805 | $2,800-35.5% | $3,943-54.2% | $2,757-34.5% |
| Participant deferral / active EE | $2,038 | $6,818-70.1% | $8,091-74.8% | $4,300-52.6% |
| Admin fee / account holder | $2,377 | $5,885-59.6% | $7,906-69.9% | $6,925-65.7% |