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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 | $9,078 | $63,845-85.8% | $81,370-88.8% | $80,959-88.8% |
| Participation rate | 97.2% | 63.9%+33.3pp | 69.5%+27.7pp | 67.7%+29.6pp |
| Annual return | 6.50% | 16.37%-9.9pp | 24.85%-18.3pp | 35.67%-29.2pp |
| Employer contribution / active EE | $1,243 | $1,980-37.2% | $2,464-49.5% | $2,757-54.9% |
| Participant deferral / active EE | $979 | $3,093-68.3% | $3,885-74.8% | $4,300-77.2% |
| Admin fee / account holder | $1,021 | $5,688-82.1% | $5,749-82.2% | $6,925-85.3% |