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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 | $6,724 | $73,787-90.9% | $98,716-93.2% | $82,448-91.8% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.3%+7.0pp | 68.1%+8.2pp |
| Annual return | 12.24% | 18.57%-6.3pp | 31.81%-19.6pp | 41.64%-29.4pp |
| Employer contribution / active EE | $1,849 | $1,511+22.4% | $2,279-18.8% | $2,551-27.5% |
| Participant deferral / active EE | $1,100 | $3,081-64.3% | $4,048-72.8% | $4,139-73.4% |
| Admin fee / account holder | $438 | $6,500-93.3% | $8,703-95.0% | $7,234-94.0% |