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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 | $15,016 | $71,353-79.0% | $92,805-83.8% | $86,983-82.7% |
| Participation rate | 100.0% | 80.9%+19.1pp | 83.5%+16.5pp | 69.5%+30.5pp |
| Annual return | 14.01% | 44.68%-30.7pp | 31.59%-17.6pp | 25.83%-11.8pp |
| Employer contribution / active EE | $2,054 | $2,468-16.8% | $3,424-40.0% | $2,584-20.5% |
| Participant deferral / active EE | $2,778 | $6,966-60.1% | $8,448-67.1% | $4,194-33.8% |
| Admin fee / account holder | $2,513 | $6,099-58.8% | $10,911-77.0% | $7,856-68.0% |