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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 | $35,497 | $146,267-75.7% | $197,124-82.0% | $82,448-56.9% |
| Participation rate | 75.0% | 84.0%-9.0pp | 86.7%-11.7pp | 68.1%+6.9pp |
| Annual return | 8.81% | 29.61%-20.8pp | 44.34%-35.5pp | 41.64%-32.8pp |
| Employer contribution / active EE | $2,031 | $4,723-57.0% | $6,227-67.4% | $2,551-20.4% |
| Participant deferral / active EE | $2,719 | $7,035-61.4% | $9,135-70.2% | $4,139-34.3% |
| Admin fee / account holder | $1,143 | $14,422-92.1% | $16,298-93.0% | $7,234-84.2% |