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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 | $26,297 | $87,834-70.1% | $133,975-80.4% | $62,881-58.2% |
| Participation rate | 100.0% | 83.4%+16.6pp | 87.1%+12.9pp | 69.3%+30.7pp |
| Annual return | 3.06% | 12.05%-9.0pp | 29.29%-26.2pp | 20.14%-17.1pp |
| Employer contribution / active EE | $2,851 | $3,482-18.1% | $5,211-45.3% | $2,281+25.0% |
| Participant deferral / active EE | $44 | $4,812-99.1% | $6,282-99.3% | $3,203-98.6% |
| Admin fee / account holder | $666 | $5,372-87.6% | $9,324-92.9% | $4,296-84.5% |