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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 | $25,833 | $86,949-70.3% | $102,460-74.8% | $80,959-68.1% |
| Participation rate | 72.9% | 72.4%+0.6pp | 76.5%-3.6pp | 67.7%+5.3pp |
| Annual return | 9.86% | 18.89%-9.0pp | 29.47%-19.6pp | 35.67%-25.8pp |
| Employer contribution / active EE | $1,134 | $2,370-52.1% | $3,025-62.5% | $2,757-58.9% |
| Participant deferral / active EE | $1,797 | $4,121-56.4% | $5,056-64.5% | $4,300-58.2% |
| Admin fee / account holder | $1,477 | $8,048-81.6% | $9,460-84.4% | $6,925-78.7% |