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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 | $5,467 | $100,279-94.5% | $81,353-93.3% | $145,884-96.3% |
| Participation rate | 75.0% | 74.3%+0.7pp | 69.5%+5.5pp | 80.3%-5.3pp |
| Annual return | 4.05% | 34.49%-30.4pp | 24.82%-20.8pp | 551.85%-547.8pp |
| Employer contribution / active EE | $376 | $2,979-87.4% | $2,464-84.7% | $4,662-91.9% |
| Participant deferral / active EE | $775 | $4,611-83.2% | $3,885-80.1% | $6,690-88.4% |
| Admin fee / account holder | $1,111 | $8,206-86.5% | $5,766-80.7% | $13,392-91.7% |