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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 | $9,655 | $73,981-86.9% | $105,754-90.9% | $62,881-84.6% |
| Participation rate | 100.0% | 71.7%+28.3pp | 78.9%+21.1pp | 69.3%+30.7pp |
| Annual return | 3.17% | 17.60%-14.4pp | 12.25%-9.1pp | 20.14%-17.0pp |
| Employer contribution / active EE | $1,016 | $2,856-64.4% | $4,079-75.1% | $2,281-55.5% |
| Participant deferral / active EE | $973 | $4,038-75.9% | $5,326-81.7% | $3,203-69.6% |
| Admin fee / account holder | $987 | $5,976-83.5% | $8,309-88.1% | $4,296-77.0% |