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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 | $9,248 | $76,371-87.9% | $93,621-90.1% | $72,976-87.3% |
| Participation rate | 80.4% | 71.8%+8.7pp | 75.8%+4.6pp | 69.5%+10.9pp |
| Annual return | 11.21% | 25.82%-14.6pp | 32.76%-21.5pp | 81.02%-69.8pp |
| Employer contribution / active EE | $604 | $2,276-73.5% | $2,719-77.8% | $2,440-75.2% |
| Participant deferral / active EE | $683 | $3,538-80.7% | $4,070-83.2% | $3,608-81.1% |
| Admin fee / account holder | $453 | $6,839-93.4% | $7,890-94.3% | $5,124-91.2% |