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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 | $5,764 | $81,504-92.9% | $102,437-94.4% | $80,959-92.9% |
| Participation rate | 94.3% | 66.9%+27.4pp | 74.5%+19.8pp | 67.7%+26.6pp |
| Annual return | 7.93% | 25.60%-17.7pp | 24.95%-17.0pp | 35.67%-27.7pp |
| Employer contribution / active EE | $3,936 | $3,104+26.8% | $3,871+1.7% | $2,757+42.8% |
| Participant deferral / active EE | $113 | $3,871-97.1% | $5,060-97.8% | $4,300-97.4% |
| Admin fee / account holder | $2,510 | $6,719-62.7% | $8,388-70.1% | $6,925-63.8% |