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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 | $13,707 | $56,894-75.9% | $84,753-83.8% | $62,881-78.2% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.58% | 6.30%-6.9pp | 22.78%-23.4pp | 20.14%-20.7pp |
| Employer contribution / active EE | $952 | $2,400-60.3% | $3,574-73.4% | $2,281-58.2% |
| Participant deferral / active EE | $700 | $2,709-74.2% | $3,712-81.1% | $3,203-78.1% |
| Admin fee / account holder | $417 | $3,581-88.4% | $5,333-92.2% | $4,296-90.3% |