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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 | $11,980 | $48,078-75.1% | $78,676-84.8% | $62,881-80.9% |
| Participation rate | 71.4% | 65.2%+6.2pp | 73.6%-2.1pp | 69.3%+2.1pp |
| Annual return | 2.46% | 31.36%-28.9pp | 62.19%-59.7pp | 20.14%-17.7pp |
| Employer contribution / active EE | $389 | $2,015-80.7% | $2,850-86.4% | $2,281-82.9% |
| Participant deferral / active EE | $725 | $2,587-72.0% | $3,517-79.4% | $3,203-77.4% |
| Admin fee / account holder | $654 | $3,206-79.6% | $4,510-85.5% | $4,296-84.8% |