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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 | $13,489 | $93,617-85.6% | $135,982-90.1% | $75,177-82.1% |
| Participation rate | 71.0% | 75.2%-4.2pp | 81.9%-11.0pp | 67.2%+3.8pp |
| Annual return | 14.41% | 30.89%-16.5pp | 68.32%-53.9pp | 160.75%-146.3pp |
| Employer contribution / active EE | $1,051 | $3,538-70.3% | $4,859-78.4% | $2,671-60.7% |
| Participant deferral / active EE | $1,709 | $6,406-73.3% | $7,760-78.0% | $4,126-58.6% |
| Admin fee / account holder | $672 | $6,980-90.4% | $10,767-93.8% | $5,651-88.1% |