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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 | $15,376 | $91,019-83.1% | $392,568-96.1% | $72,975-78.9% |
| Participation rate | 72.1% | 74.4%-2.3pp | 78.1%-6.0pp | 69.5%+2.6pp |
| Annual return | 14.37% | 20.00%-5.6pp | 24.42%-10.1pp | 81.01%-66.6pp |
| Employer contribution / active EE | $724 | $2,751-73.7% | $3,783-80.9% | $2,440-70.3% |
| Participant deferral / active EE | $1,824 | $4,570-60.1% | $5,985-69.5% | $3,608-49.5% |
| Admin fee / account holder | $398 | $4,895-91.9% | $6,260-93.6% | $5,124-92.2% |