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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 | $18,902 | $60,349-68.7% | $74,184-74.5% | $62,881-69.9% |
| Participation rate | 81.5% | 72.7%+8.8pp | 76.6%+4.9pp | 69.3%+12.2pp |
| Annual return | 4.24% | 21.38%-17.1pp | 17.74%-13.5pp | 20.14%-15.9pp |
| Employer contribution / active EE | $465 | $1,680-72.3% | $2,370-80.4% | $2,281-79.6% |
| Participant deferral / active EE | $1,254 | $2,856-56.1% | $3,550-64.7% | $3,203-60.9% |
| Admin fee / account holder | $466 | $4,261-89.1% | $5,586-91.7% | $4,296-89.2% |