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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 | $9,956 | $72,471-86.3% | $94,215-89.4% | $86,983-88.6% |
| Participation rate | 100.0% | 63.9%+36.1pp | 70.0%+30.0pp | 69.5%+30.5pp |
| Annual return | 10.91% | 26.44%-15.5pp | 28.22%-17.3pp | 25.83%-14.9pp |
| Employer contribution / active EE | $1,450 | $1,936-25.1% | $2,675-45.8% | $2,584-43.9% |
| Participant deferral / active EE | $757 | $3,397-77.7% | $4,276-82.3% | $4,194-82.0% |
| Admin fee / account holder | $2,965 | $6,468-54.2% | $10,216-71.0% | $7,856-62.3% |