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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 | $13,846 | $106,864-87.0% | $147,318-90.6% | $82,637-83.2% |
| Participation rate | 76.7% | 75.5%+1.2pp | 82.1%-5.4pp | 68.1%+8.6pp |
| Annual return | 1.96% | 27.49%-25.5pp | 70.43%-68.5pp | 53.51%-51.5pp |
| Employer contribution / active EE | $2,971 | $3,417-13.0% | $4,593-35.3% | $2,552+16.4% |
| Participant deferral / active EE | $2,285 | $6,496-64.8% | $7,906-71.1% | $4,126-44.6% |
| Admin fee / account holder | $1,990 | $8,415-76.4% | $13,708-85.5% | $7,339-72.9% |