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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 | $17,746 | $67,602-73.7% | $82,312-78.4% | $70,126-74.7% |
| Participation rate | 89.6% | 72.8%+16.8pp | 76.9%+12.7pp | 69.5%+20.0pp |
| Annual return | 10.74% | 21.57%-10.8pp | 25.88%-15.1pp | 73.15%-62.4pp |
| Employer contribution / active EE | $369 | $1,755-79.0% | $2,428-84.8% | $2,343-84.2% |
| Participant deferral / active EE | $1,134 | $2,987-62.0% | $3,706-69.4% | $3,332-66.0% |
| Admin fee / account holder | $403 | $4,512-91.1% | $5,608-92.8% | $4,645-91.3% |