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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 | $9,864 | $85,766-88.5% | $136,298-92.8% | $70,126-85.9% |
| Participation rate | 82.1% | 74.2%+8.0pp | 81.9%+0.2pp | 69.5%+12.6pp |
| Annual return | 12.73% | 31.46%-18.7pp | 5156.27%-5143.5pp | 73.15%-60.4pp |
| Employer contribution / active EE | $732 | $2,966-75.3% | $4,696-84.4% | $2,343-68.8% |
| Participant deferral / active EE | $1,197 | $5,051-76.3% | $6,247-80.8% | $3,332-64.1% |
| Admin fee / account holder | $2,493 | $5,421-54.0% | $9,244-73.0% | $4,645-46.3% |