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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 | $8,707 | $54,763-84.1% | $90,324-90.4% | $72,976-88.1% |
| Participation rate | 93.4% | 65.2%+28.3pp | 73.3%+20.1pp | 69.5%+23.9pp |
| Annual return | 2.97% | 30.63%-27.7pp | 78.15%-75.2pp | 81.02%-78.0pp |
| Employer contribution / active EE | $1,934 | $2,093-7.6% | $2,856-32.3% | $2,440-20.7% |
| Participant deferral / active EE | $160 | $2,887-94.5% | $3,885-95.9% | $3,608-95.6% |
| Admin fee / account holder | $1,020 | $3,973-74.3% | $5,356-81.0% | $5,124-80.1% |