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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 | $7,637 | $111,814-93.2% | $103,374-92.6% | $145,959-94.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 8.58% | 24.77%-16.2pp | 24.89%-16.3pp | 561.95%-553.4pp |
| Employer contribution / active EE | $2,496 | $4,214-40.8% | $3,869-35.5% | $4,661-46.4% |
| Participant deferral / active EE | $1,241 | $5,618-77.9% | $5,058-75.5% | $6,689-81.4% |
| Admin fee / account holder | $1,623 | $9,754-83.4% | $8,394-80.7% | $13,398-87.9% |