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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 | $13,360 | $68,586-80.5% | $120,380-88.9% | $80,911-83.5% |
| Participation rate | 95.2% | 61.6%+33.7pp | 71.9%+23.3pp | 67.6%+27.6pp |
| Annual return | 10.24% | 23.62%-13.4pp | 107.28%-97.0pp | 35.63%-25.4pp |
| Employer contribution / active EE | $1,773 | $2,053-13.6% | $3,465-48.8% | $2,756-35.7% |
| Participant deferral / active EE | $360 | $3,174-88.6% | $4,992-92.8% | $4,297-91.6% |
| Admin fee / account holder | $2,333 | $5,733-59.3% | $9,421-75.2% | $6,935-66.4% |