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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 | $5,278 | $97,550-94.6% | $120,344-95.6% | $87,485-94.0% |
| Participation rate | 91.4% | 72.8%+18.6pp | 76.7%+14.7pp | 68.9%+22.5pp |
| Annual return | 11.81% | 18.41%-6.6pp | 20.30%-8.5pp | 26.06%-14.2pp |
| Employer contribution / active EE | $0 | $2,291-100.0% | $3,020-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,452 | $4,230-65.7% | $5,135-71.7% | $4,274-66.0% |
| Admin fee / account holder | $624 | $9,543-93.5% | $12,742-95.1% | $7,775-92.0% |