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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 | $12,279 | $84,236-85.4% | $170,435-92.8% | $70,126-82.5% |
| Participation rate | 85.2% | 70.8%+14.4pp | 83.6%+1.6pp | 69.5%+15.6pp |
| Annual return | 10.15% | 23.06%-12.9pp | 205.94%-195.8pp | 73.15%-63.0pp |
| Employer contribution / active EE | $1,540 | $3,387-54.5% | $5,432-71.6% | $2,343-34.3% |
| Participant deferral / active EE | $0 | $3,086-100.0% | $4,939-100.0% | $3,332-100.0% |
| Admin fee / account holder | $314 | $5,698-94.5% | $13,881-97.7% | $4,645-93.2% |