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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 | $17,685 | $89,364-80.2% | $141,177-87.5% | $72,983-75.8% |
| Participation rate | 81.5% | 75.1%+6.4pp | 82.5%-0.9pp | 69.5%+12.1pp |
| Annual return | 18.11% | 111.86%-93.7pp | 71.40%-53.3pp | 81.01%-62.9pp |
| Employer contribution / active EE | $1,008 | $3,115-67.6% | $4,736-78.7% | $2,440-58.7% |
| Participant deferral / active EE | $1,919 | $5,419-64.6% | $6,710-71.4% | $3,608-46.8% |
| Admin fee / account holder | $851 | $5,959-85.7% | $10,263-91.7% | $5,124-83.4% |