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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 | $9,071 | $106,749-91.5% | $145,433-93.8% | $82,448-89.0% |
| Participation rate | 88.7% | 75.6%+13.1pp | 82.1%+6.6pp | 68.1%+20.7pp |
| Annual return | 13.74% | 27.59%-13.8pp | 66.58%-52.8pp | 41.64%-27.9pp |
| Employer contribution / active EE | $784 | $3,444-77.2% | $4,554-82.8% | $2,551-69.3% |
| Participant deferral / active EE | $2,026 | $6,519-68.9% | $7,897-74.4% | $4,139-51.1% |
| Admin fee / account holder | $760 | $8,390-90.9% | $13,129-94.2% | $7,234-89.5% |