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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 | $25,385 | $96,731-73.8% | $123,973-79.5% | $86,983-70.8% |
| Participation rate | 78.0% | 70.0%+8.0pp | 76.7%+1.3pp | 69.5%+8.5pp |
| Annual return | 7.42% | 17.33%-9.9pp | 388.13%-380.7pp | 25.83%-18.4pp |
| Employer contribution / active EE | $3,328 | $3,297+1.0% | $4,126-19.3% | $2,584+28.8% |
| Participant deferral / active EE | $0 | $4,152-100.0% | $5,247-100.0% | $4,194-100.0% |
| Admin fee / account holder | $783 | $8,722-91.0% | $11,799-93.4% | $7,856-90.0% |