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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 | $24,434 | $94,031-74.0% | $115,768-78.9% | $82,448-70.4% |
| Participation rate | 100.0% | 70.4%+29.6pp | 74.4%+25.6pp | 68.1%+31.9pp |
| Annual return | 9.37% | 20.61%-11.2pp | 100.46%-91.1pp | 41.64%-32.3pp |
| Employer contribution / active EE | $1,660 | $2,323-28.5% | $2,940-43.5% | $2,551-34.9% |
| Participant deferral / active EE | $1,193 | $3,972-70.0% | $4,917-75.7% | $4,139-71.2% |
| Admin fee / account holder | $4,180 | $10,249-59.2% | $12,439-66.4% | $7,234-42.2% |