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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 | $9,009 | $76,834-88.3% | $108,359-91.7% | $87,485-89.7% |
| Participation rate | 92.1% | 61.7%+30.4pp | 70.1%+22.0pp | 68.9%+23.2pp |
| Annual return | 11.64% | 19.09%-7.5pp | 36.89%-25.3pp | 26.06%-14.4pp |
| Employer contribution / active EE | $796 | $1,556-48.8% | $2,399-66.8% | $2,596-69.3% |
| Participant deferral / active EE | $1,063 | $3,100-65.7% | $4,137-74.3% | $4,274-75.1% |
| Admin fee / account holder | $731 | $6,537-88.8% | $9,741-92.5% | $7,775-90.6% |