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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 | $6,321 | $77,472-91.8% | $100,415-93.7% | $80,959-92.2% |
| Participation rate | 82.9% | 76.9%+5.9pp | 81.5%+1.3pp | 67.7%+15.2pp |
| Annual return | 11.05% | 37.26%-26.2pp | 49.47%-38.4pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $2,800-100.0% | $3,943-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,523 | $6,818-77.7% | $8,091-81.2% | $4,300-64.6% |
| Admin fee / account holder | $622 | $5,885-89.4% | $7,906-92.1% | $6,925-91.0% |