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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 | $21,586 | $101,778-78.8% | $164,975-86.9% | $80,925-73.3% |
| Participation rate | 100.0% | 71.8%+28.2pp | 78.6%+21.4pp | 67.7%+32.3pp |
| Annual return | 10.35% | 16.73%-6.4pp | 70.12%-59.8pp | 35.65%-25.3pp |
| Employer contribution / active EE | $1,518 | $2,954-48.6% | $4,343-65.1% | $2,756-44.9% |
| Participant deferral / active EE | $1,602 | $4,477-64.2% | $6,033-73.5% | $4,299-62.7% |
| Admin fee / account holder | $447 | $8,221-94.6% | $12,688-96.5% | $6,940-93.6% |