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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 | $20,453 | $96,052-78.7% | $118,106-82.7% | $87,485-76.6% |
| Participation rate | 94.3% | 77.0%+17.3pp | 81.9%+12.4pp | 68.9%+25.4pp |
| Annual return | 8.03% | 24.16%-16.1pp | 19.44%-11.4pp | 26.06%-18.0pp |
| Employer contribution / active EE | $2,429 | $3,939-38.3% | $4,698-48.3% | $2,596-6.5% |
| Participant deferral / active EE | $716 | $5,793-87.6% | $6,619-89.2% | $4,274-83.2% |
| Admin fee / account holder | $1,326 | $7,618-82.6% | $8,973-85.2% | $7,775-82.9% |