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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 | $10,078 | $70,430-85.7% | $96,572-89.6% | $85,851-88.3% |
| Participation rate | 83.0% | 61.8%+21.1pp | 69.8%+13.1pp | 69.3%+13.6pp |
| Annual return | 8.03% | 18.58%-10.5pp | 37.79%-29.8pp | 318.63%-310.6pp |
| Employer contribution / active EE | $654 | $1,413-53.7% | $2,357-72.3% | $2,565-74.5% |
| Participant deferral / active EE | $992 | $2,894-65.7% | $3,850-74.2% | $3,952-74.9% |
| Admin fee / account holder | $2,306 | $4,996-53.8% | $6,183-62.7% | $6,261-63.2% |