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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 | $14,942 | $77,492-80.7% | $100,398-85.1% | $80,911-81.5% |
| Participation rate | 81.3% | 76.9%+4.3pp | 81.5%-0.3pp | 67.6%+13.6pp |
| Annual return | 10.68% | 37.23%-26.6pp | 49.32%-38.6pp | 35.63%-25.0pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,946-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,326 | $6,817-65.9% | $8,084-71.2% | $4,297-45.9% |
| Admin fee / account holder | $2,176 | $5,892-63.1% | $7,893-72.4% | $6,935-68.6% |