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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 | $12,858 | $77,638-83.4% | $156,551-91.8% | $62,881-79.6% |
| Participation rate | 97.1% | 71.2%+25.9pp | 84.0%+13.1pp | 69.3%+27.8pp |
| Annual return | 2.81% | 50.33%-47.5pp | 32.23%-29.4pp | 20.14%-17.3pp |
| Employer contribution / active EE | $1,889 | $3,444-45.2% | $5,501-65.7% | $2,281-17.2% |
| Participant deferral / active EE | $156 | $3,046-94.9% | $4,871-96.8% | $3,203-95.1% |
| Admin fee / account holder | $2,259 | $5,561-59.4% | $13,028-82.7% | $4,296-47.4% |