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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 | $6,540 | $76,551-91.5% | $123,894-94.7% | $62,881-89.6% |
| Participation rate | 82.6% | 73.0%+9.6pp | 81.4%+1.2pp | 69.3%+13.3pp |
| Annual return | 5.84% | 18.68%-12.8pp | 47.52%-41.7pp | 20.14%-14.3pp |
| Employer contribution / active EE | $458 | $2,882-84.1% | $4,617-90.1% | $2,281-79.9% |
| Participant deferral / active EE | $1,292 | $4,840-73.3% | $5,984-78.4% | $3,203-59.7% |
| Admin fee / account holder | $422 | $4,826-91.3% | $8,357-95.0% | $4,296-90.2% |