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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 | $17,580 | $58,493-69.9% | $84,023-79.1% | $72,976-75.9% |
| Participation rate | 96.5% | 61.2%+35.3pp | 69.0%+27.5pp | 69.5%+27.0pp |
| Annual return | 14.69% | 28.93%-14.2pp | 71.32%-56.6pp | 81.02%-66.3pp |
| Employer contribution / active EE | $2,855 | $1,163+145.5% | $1,984+43.9% | $2,440+17.0% |
| Participant deferral / active EE | $760 | $2,394-68.3% | $3,239-76.5% | $3,608-78.9% |
| Admin fee / account holder | $1,865 | $4,569-59.2% | $6,102-69.4% | $5,124-63.6% |