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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 | $7,336 | $56,894-87.1% | $84,753-91.3% | $62,881-88.3% |
| Participation rate | 100.0% | 68.5%+31.5pp | 76.6%+23.4pp | 69.3%+30.7pp |
| Annual return | -0.47% | 6.30%-6.8pp | 22.78%-23.3pp | 20.14%-20.6pp |
| Employer contribution / active EE | $2,497 | $2,400+4.0% | $3,574-30.2% | $2,281+9.5% |
| Participant deferral / active EE | $0 | $2,709-100.0% | $3,712-100.0% | $3,203-100.0% |
| Admin fee / account holder | $1,118 | $3,581-68.8% | $5,333-79.0% | $4,296-74.0% |