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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 | $19,899 | $65,027-69.4% | $90,970-78.1% | $79,852-75.1% |
| Participation rate | 84.2% | 61.6%+22.6pp | 69.0%+15.2pp | 69.6%+14.6pp |
| Annual return | 9.69% | 30.45%-20.8pp | 134.58%-124.9pp | 31.72%-22.0pp |
| Employer contribution / active EE | $981 | $1,247-21.4% | $2,122-53.8% | $2,471-60.3% |
| Participant deferral / active EE | $780 | $2,512-69.0% | $3,373-76.9% | $3,740-79.2% |
| Admin fee / account holder | $823 | $4,535-81.8% | $5,960-86.2% | $5,306-84.5% |