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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 | $14,996 | $86,949-82.8% | $102,460-85.4% | $80,959-81.5% |
| Participation rate | 86.4% | 72.4%+14.0pp | 76.5%+9.9pp | 67.7%+18.8pp |
| Annual return | 9.65% | 18.89%-9.2pp | 29.47%-19.8pp | 35.67%-26.0pp |
| Employer contribution / active EE | $1,767 | $2,370-25.4% | $3,025-41.6% | $2,757-35.9% |
| Participant deferral / active EE | $518 | $4,121-87.4% | $5,056-89.8% | $4,300-88.0% |
| Admin fee / account holder | $897 | $8,048-88.8% | $9,460-90.5% | $6,925-87.0% |