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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 | $10,997 | $124,336-91.2% | $111,303-90.1% | $167,518-93.4% |
| Participation rate | 73.9% | 79.6%-5.7pp | 77.3%-3.4pp | 82.1%-8.2pp |
| Annual return | 5.01% | 37.45%-32.4pp | 54.66%-49.6pp | 478.71%-473.7pp |
| Employer contribution / active EE | $780 | $3,436-77.3% | $2,731-71.5% | $4,838-83.9% |
| Participant deferral / active EE | $1,425 | $5,181-72.5% | $4,487-68.2% | $6,342-77.5% |
| Admin fee / account holder | $491 | $10,623-95.4% | $7,966-93.8% | $12,312-96.0% |