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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 | $16,991 | $139,948-87.9% | $121,663-86.0% | $154,746-89.0% |
| Participation rate | 87.5% | 78.0%+9.5pp | 74.5%+13.0pp | 80.7%+6.8pp |
| Annual return | 7.75% | 230.52%-222.8pp | 147.54%-139.8pp | 172.34%-164.6pp |
| Employer contribution / active EE | $1,743 | $3,521-50.5% | $3,020-42.3% | $4,379-60.2% |
| Participant deferral / active EE | $1,118 | $5,629-80.1% | $4,887-77.1% | $6,730-83.4% |
| Admin fee / account holder | $720 | $17,321-95.8% | $14,289-95.0% | $14,365-95.0% |