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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 | $7,978 | $81,331-90.2% | $155,534-94.9% | $80,935-90.1% |
| Participation rate | 91.2% | 66.3%+24.9pp | 78.2%+13.0pp | 67.7%+23.5pp |
| Annual return | 10.22% | 33.37%-23.1pp | 64.92%-54.7pp | 35.66%-25.4pp |
| Employer contribution / active EE | $1,776 | $3,105-42.8% | $4,675-62.0% | $2,757-35.6% |
| Participant deferral / active EE | $539 | $3,454-84.4% | $5,630-90.4% | $4,299-87.5% |
| Admin fee / account holder | $1,085 | $7,999-86.4% | $15,900-93.2% | $6,924-84.3% |