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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 | $7,180 | $52,580-86.3% | $71,671-90.0% | $70,126-89.8% |
| Participation rate | 72.7% | 60.9%+11.9pp | 68.7%+4.0pp | 69.5%+3.2pp |
| Annual return | 8.75% | 20.25%-11.5pp | 20.65%-11.9pp | 73.15%-64.4pp |
| Employer contribution / active EE | $455 | $1,616-71.9% | $2,460-81.5% | $2,343-80.6% |
| Participant deferral / active EE | $325 | $2,386-86.4% | $3,438-90.6% | $3,332-90.3% |
| Admin fee / account holder | $330 | $3,653-91.0% | $5,558-94.1% | $4,645-92.9% |