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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 | $7,326 | $77,962-90.6% | $178,540-95.9% | $80,935-90.9% |
| Participation rate | 80.0% | 65.7%+14.3pp | 77.1%+2.9pp | 67.7%+12.3pp |
| Annual return | 8.92% | 18.10%-9.2pp | 27.15%-18.2pp | 35.66%-26.7pp |
| Employer contribution / active EE | $540 | $2,280-76.3% | $3,953-86.3% | $2,757-80.4% |
| Participant deferral / active EE | $1,364 | $4,404-69.0% | $6,281-78.3% | $4,299-68.3% |
| Admin fee / account holder | $735 | $7,156-89.7% | $10,424-92.9% | $6,924-89.4% |