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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 | $5,578 | $81,487-93.2% | $102,412-94.6% | $80,935-93.1% |
| Participation rate | 92.0% | 66.8%+25.2pp | 74.5%+17.5pp | 67.7%+24.3pp |
| Annual return | 8.88% | 25.60%-16.7pp | 24.94%-16.1pp | 35.66%-26.8pp |
| Employer contribution / active EE | $872 | $3,103-71.9% | $3,870-77.5% | $2,757-68.4% |
| Participant deferral / active EE | $1,489 | $3,871-61.5% | $5,060-70.6% | $4,299-65.4% |
| Admin fee / account holder | $495 | $6,717-92.6% | $8,388-94.1% | $6,924-92.8% |