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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 | $77,460-92.4% | $100,378-94.1% | $80,925-92.7% |
| Participation rate | 81.6% | 76.9%+4.6pp | 81.5%+0.1pp | 67.7%+13.9pp |
| Annual return | 11.79% | 37.24%-25.5pp | 49.41%-37.6pp | 35.65%-23.9pp |
| Employer contribution / active EE | $508 | $2,801-81.9% | $3,942-87.1% | $2,756-81.6% |
| Participant deferral / active EE | $1,641 | $6,818-75.9% | $8,087-79.7% | $4,299-61.8% |
| Admin fee / account holder | $1,023 | $5,887-82.6% | $7,899-87.1% | $6,940-85.3% |