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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 | $7,850 | $86,949-91.0% | $102,460-92.3% | $80,959-90.3% |
| Participation rate | 84.1% | 72.4%+11.7pp | 76.5%+7.6pp | 67.7%+16.4pp |
| Annual return | 10.30% | 18.89%-8.6pp | 29.47%-19.2pp | 35.67%-25.4pp |
| Employer contribution / active EE | $1,636 | $2,370-31.0% | $3,025-45.9% | $2,757-40.7% |
| Participant deferral / active EE | $1,794 | $4,121-56.5% | $5,056-64.5% | $4,300-58.3% |
| Admin fee / account holder | $527 | $8,048-93.4% | $9,460-94.4% | $6,925-92.4% |