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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 | $9,590 | $106,524-91.0% | $152,301-93.7% | $87,485-89.0% |
| Participation rate | 77.4% | 75.8%+1.7pp | 82.4%-5.0pp | 68.9%+8.5pp |
| Annual return | 0.18% | 26.89%-26.7pp | 80.50%-80.3pp | 26.06%-25.9pp |
| Employer contribution / active EE | $997 | $3,371-70.4% | $4,624-78.4% | $2,596-61.6% |
| Participant deferral / active EE | $1,306 | $6,525-80.0% | $8,004-83.7% | $4,274-69.5% |
| Admin fee / account holder | $1,095 | $8,287-86.8% | $14,398-92.4% | $7,775-85.9% |