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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 | $10,160 | $115,931-91.2% | $185,441-94.5% | $86,983-88.3% |
| Participation rate | 89.3% | 73.6%+15.7pp | 80.3%+9.0pp | 69.5%+19.7pp |
| Annual return | 11.14% | 21.47%-10.3pp | 20.16%-9.0pp | 25.83%-14.7pp |
| Employer contribution / active EE | $898 | $2,937-69.4% | $4,672-80.8% | $2,584-65.2% |
| Participant deferral / active EE | $1,702 | $4,551-62.6% | $6,152-72.3% | $4,194-59.4% |
| Admin fee / account holder | $420 | $10,687-96.1% | $17,890-97.7% | $7,856-94.7% |