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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 | $19,010 | $91,559-79.2% | $133,959-85.8% | $79,858-76.2% |
| Participation rate | 73.8% | 73.3%+0.5pp | 79.8%-6.0pp | 69.6%+4.2pp |
| Annual return | 2.21% | 61.85%-59.6pp | 45.09%-42.9pp | 31.72%-29.5pp |
| Employer contribution / active EE | $879 | $2,384-63.1% | $3,919-77.6% | $2,471-64.4% |
| Participant deferral / active EE | $1,384 | $3,734-62.9% | $5,047-72.6% | $3,740-63.0% |
| Admin fee / account holder | $1,975 | $6,321-68.8% | $8,928-77.9% | $5,306-62.8% |