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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 | $11,522 | $81,487-85.9% | $102,412-88.7% | $80,935-85.8% |
| Participation rate | 89.2% | 66.8%+22.4pp | 74.5%+14.7pp | 67.7%+21.6pp |
| Annual return | 9.43% | 25.60%-16.2pp | 24.94%-15.5pp | 35.66%-26.2pp |
| Employer contribution / active EE | $1,624 | $3,103-47.7% | $3,870-58.0% | $2,757-41.1% |
| Participant deferral / active EE | $1,540 | $3,871-60.2% | $5,060-69.6% | $4,299-64.2% |
| Admin fee / account holder | $530 | $6,717-92.1% | $8,388-93.7% | $6,924-92.3% |