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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 | $114,712-91.1% | $173,730-94.2% | $87,485-88.4% |
| Participation rate | 89.3% | 73.0%+16.3pp | 79.6%+9.7pp | 68.9%+20.4pp |
| Annual return | 11.14% | 20.18%-9.0pp | 19.96%-8.8pp | 26.06%-14.9pp |
| Employer contribution / active EE | $898 | $2,904-69.1% | $4,577-80.4% | $2,596-65.4% |
| Participant deferral / active EE | $1,702 | $4,642-63.3% | $6,326-73.1% | $4,274-60.2% |
| Admin fee / account holder | $420 | $10,210-95.9% | $17,523-97.6% | $7,775-94.6% |