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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 | $11,036 | $49,025-77.5% | $87,502-87.4% | $62,881-82.5% |
| Participation rate | 100.0% | 64.9%+35.1pp | 73.8%+26.2pp | 69.3%+30.7pp |
| Annual return | 3.87% | 10.02%-6.2pp | 12.21%-8.3pp | 20.14%-16.3pp |
| Employer contribution / active EE | $2,010 | $1,372+46.5% | $2,550-21.2% | $2,281-11.9% |
| Participant deferral / active EE | $739 | $2,289-67.7% | $3,149-76.5% | $3,203-76.9% |
| Admin fee / account holder | $5,902 | $4,065+45.2% | $4,221+39.8% | $4,296+37.4% |