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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 | $9,350 | $45,087-79.3% | $69,483-86.5% | $72,976-87.2% |
| Participation rate | 85.2% | 68.5%+16.8pp | 74.6%+10.6pp | 69.5%+15.8pp |
| Annual return | 2.23% | 22.67%-20.4pp | 28.99%-26.8pp | 81.02%-78.8pp |
| Employer contribution / active EE | $1,209 | $2,055-41.2% | $2,780-56.5% | $2,440-50.5% |
| Participant deferral / active EE | $78 | $2,603-97.0% | $3,537-97.8% | $3,608-97.8% |
| Admin fee / account holder | $664 | $3,057-78.3% | $3,841-82.7% | $5,124-87.0% |