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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 | $13,950 | $72,027-80.6% | $185,835-92.5% | $79,852-82.5% |
| Participation rate | 100.0% | 65.8%+34.2pp | 78.0%+22.0pp | 69.6%+30.4pp |
| Annual return | 7.13% | 23.13%-16.0pp | 35.96%-28.8pp | 31.72%-24.6pp |
| Employer contribution / active EE | $1,500 | $1,965-23.7% | $4,087-63.3% | $2,471-39.3% |
| Participant deferral / active EE | $0 | $3,780-100.0% | $5,633-100.0% | $3,740-100.0% |
| Admin fee / account holder | $618 | $4,513-86.3% | $9,502-93.5% | $5,306-88.4% |