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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 | $18,910 | $76,551-75.3% | $123,894-84.7% | $62,881-69.9% |
| Participation rate | 100.0% | 73.0%+27.0pp | 81.4%+18.6pp | 69.3%+30.7pp |
| Annual return | 4.72% | 18.68%-14.0pp | 47.52%-42.8pp | 20.14%-15.4pp |
| Employer contribution / active EE | $513 | $2,882-82.2% | $4,617-88.9% | $2,281-77.5% |
| Participant deferral / active EE | $1,606 | $4,840-66.8% | $5,984-73.2% | $3,203-49.9% |
| Admin fee / account holder | $542 | $4,826-88.8% | $8,357-93.5% | $4,296-87.4% |