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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 | $5,877 | $77,472-92.4% | $100,415-94.1% | $80,959-92.7% |
| Participation rate | 81.6% | 76.9%+4.6pp | 81.5%+0.1pp | 67.7%+13.9pp |
| Annual return | 11.79% | 37.26%-25.5pp | 49.47%-37.7pp | 35.67%-23.9pp |
| Employer contribution / active EE | $508 | $2,800-81.9% | $3,943-87.1% | $2,757-81.6% |
| Participant deferral / active EE | $1,641 | $6,818-75.9% | $8,091-79.7% | $4,300-61.9% |
| Admin fee / account holder | $1,023 | $5,885-82.6% | $7,906-87.1% | $6,925-85.2% |