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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 | $2,427 | $102,245-97.6% | $89,340-97.3% | $137,256-98.2% |
| Participation rate | 94.1% | 74.9%+19.2pp | 69.6%+24.6pp | 80.0%+14.2pp |
| Annual return | 3.66% | 21.89%-18.2pp | 20.57%-16.9pp | 220.34%-216.7pp |
| Employer contribution / active EE | $597 | $2,529-76.4% | $2,231-73.2% | $4,156-85.6% |
| Participant deferral / active EE | $756 | $4,436-83.0% | $3,823-80.2% | $6,407-88.2% |
| Admin fee / account holder | $722 | $8,085-91.1% | $6,704-89.2% | $12,270-94.1% |