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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 | $3,368 | $97,020-96.5% | $83,327-96.0% | $135,380-97.5% |
| Participation rate | 75.0% | 80.4%-5.4pp | 77.8%-2.8pp | 82.6%-7.6pp |
| Annual return | -25.06% | 12.31%-37.4pp | 10.64%-35.7pp | 519.81%-544.9pp |
| Employer contribution / active EE | $879 | $4,144-78.8% | $3,379-74.0% | $4,779-81.6% |
| Participant deferral / active EE | $994 | $5,964-83.3% | $5,565-82.1% | $5,609-82.3% |
| Admin fee / account holder | $341 | $8,426-96.0% | $7,540-95.5% | $10,828-96.9% |