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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 | $8,390 | $86,940-90.3% | $102,434-91.8% | $80,935-89.6% |
| Participation rate | 95.2% | 72.4%+22.8pp | 76.5%+18.7pp | 67.7%+27.6pp |
| Annual return | 8.78% | 18.89%-10.1pp | 29.46%-20.7pp | 35.66%-26.9pp |
| Employer contribution / active EE | $1,364 | $2,370-42.4% | $3,023-54.9% | $2,757-50.5% |
| Participant deferral / active EE | $1,551 | $4,121-62.4% | $5,055-69.3% | $4,299-63.9% |
| Admin fee / account holder | $1,120 | $8,047-86.1% | $9,462-88.2% | $6,924-83.8% |