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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 | $9,402 | $99,875-90.6% | $146,866-93.6% | $86,983-89.2% |
| Participation rate | 100.0% | 75.8%+24.2pp | 82.5%+17.5pp | 69.5%+30.5pp |
| Annual return | 10.58% | 28.10%-17.5pp | 102.85%-92.3pp | 25.83%-15.2pp |
| Employer contribution / active EE | $866 | $3,224-73.2% | $4,425-80.4% | $2,584-66.5% |
| Participant deferral / active EE | $1,660 | $6,322-73.7% | $7,759-78.6% | $4,194-60.4% |
| Admin fee / account holder | $4,401 | $7,838-43.9% | $13,620-67.7% | $7,856-44.0% |