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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 | $6,086 | $43,075-85.9% | $74,577-91.8% | $62,881-90.3% |
| Participation rate | 83.6% | 58.1%+25.5pp | 68.1%+15.5pp | 69.3%+14.3pp |
| Annual return | 2.01% | 17.50%-15.5pp | 20.47%-18.5pp | 20.14%-18.1pp |
| Employer contribution / active EE | $2,613 | $1,498+74.5% | $2,525+3.5% | $2,281+14.6% |
| Participant deferral / active EE | $503 | $2,389-79.0% | $3,458-85.5% | $3,203-84.3% |
| Admin fee / account holder | $2,400 | $2,840-15.5% | $4,138-42.0% | $4,296-44.1% |