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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 | $23,592 | $108,825-78.3% | $156,181-84.9% | $82,448-71.4% |
| Participation rate | 88.0% | 72.4%+15.6pp | 78.8%+9.2pp | 68.1%+19.9pp |
| Annual return | 11.76% | 20.59%-8.8pp | 64.87%-53.1pp | 41.64%-29.9pp |
| Employer contribution / active EE | $1,263 | $2,870-56.0% | $4,294-70.6% | $2,551-50.5% |
| Participant deferral / active EE | $518 | $4,577-88.7% | $6,132-91.5% | $4,139-87.5% |
| Admin fee / account holder | $826 | $9,341-91.2% | $14,586-94.3% | $7,234-88.6% |