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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 | $1,777 | $78,520-97.7% | $96,576-98.2% | $82,448-97.8% |
| Participation rate | 78.8% | 77.7%+1.1pp | 81.4%-2.7pp | 68.1%+10.7pp |
| Annual return | 10.95% | 41.30%-30.4pp | 38.47%-27.5pp | 41.64%-30.7pp |
| Employer contribution / active EE | $239 | $2,630-90.9% | $3,553-93.3% | $2,551-90.6% |
| Participant deferral / active EE | $1,767 | $6,754-73.8% | $7,956-77.8% | $4,139-57.3% |
| Admin fee / account holder | $1,457 | $13,455-89.2% | $11,381-87.2% | $7,234-79.9% |