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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 | $17,637 | $81,476-78.4% | $102,383-82.8% | $80,925-78.2% |
| Participation rate | 72.2% | 66.8%+5.4pp | 74.5%-2.3pp | 67.7%+4.6pp |
| Annual return | 9.69% | 25.59%-15.9pp | 24.94%-15.2pp | 35.65%-26.0pp |
| Employer contribution / active EE | $9,145 | $3,105+194.6% | $3,870+136.3% | $2,756+231.8% |
| Participant deferral / active EE | $318 | $3,871-91.8% | $5,060-93.7% | $4,299-92.6% |
| Admin fee / account holder | $4,184 | $6,717-37.7% | $8,391-50.1% | $6,940-39.7% |