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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 | $6,986 | $76,312-90.8% | $67,221-89.6% | $158,982-95.6% |
| Participation rate | 75.0% | 84.3%-9.3pp | 79.4%-4.4pp | 82.0%-7.0pp |
| Annual return | 0.27% | 22.77%-22.5pp | 20.72%-20.5pp | 302.99%-302.7pp |
| Employer contribution / active EE | $0 | $4,476-100.0% | $3,723-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $614 | $5,264-88.3% | $4,384-86.0% | $5,983-89.7% |
| Admin fee / account holder | $979 | $8,005-87.8% | $5,844-83.2% | $11,252-91.3% |