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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 | $16,272 | $78,682-79.3% | $109,188-85.1% | $85,851-81.0% |
| Participation rate | 97.8% | 68.3%+29.5pp | 75.9%+21.9pp | 69.3%+28.5pp |
| Annual return | 7.84% | 25.09%-17.3pp | 25.76%-17.9pp | 318.63%-310.8pp |
| Employer contribution / active EE | $7,867 | $2,734+187.8% | $3,723+111.3% | $2,565+206.7% |
| Participant deferral / active EE | $1,292 | $3,468-62.7% | $4,654-72.2% | $3,952-67.3% |
| Admin fee / account holder | $3,649 | $5,470-33.3% | $6,755-46.0% | $6,261-41.7% |