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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 | $9,808 | $71,215-86.2% | $93,696-89.5% | $80,935-87.9% |
| Participation rate | 83.1% | 60.4%+22.7pp | 68.7%+14.4pp | 67.7%+15.5pp |
| Annual return | 9.60% | 11.27%-1.7pp | 133.74%-124.1pp | 35.66%-26.1pp |
| Employer contribution / active EE | $451 | $1,565-71.2% | $2,422-81.4% | $2,757-83.7% |
| Participant deferral / active EE | $782 | $4,037-80.6% | $4,417-82.3% | $4,299-81.8% |
| Admin fee / account holder | $1,399 | $6,958-79.9% | $8,287-83.1% | $6,924-79.8% |