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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 | $5,290 | $81,276-93.5% | $155,574-96.6% | $80,925-93.5% |
| Participation rate | 76.8% | 66.2%+10.6pp | 78.2%-1.4pp | 67.7%+9.2pp |
| Annual return | 9.26% | 33.36%-24.1pp | 64.87%-55.6pp | 35.65%-26.4pp |
| Employer contribution / active EE | $405 | $3,103-87.0% | $4,676-91.3% | $2,756-85.3% |
| Participant deferral / active EE | $875 | $3,453-74.6% | $5,629-84.4% | $4,299-79.6% |
| Admin fee / account holder | $612 | $7,993-92.3% | $15,914-96.2% | $6,940-91.2% |