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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 | $9,939 | $70,667-85.9% | $123,105-91.9% | $52,331-81.0% |
| Participation rate | 74.1% | 83.7%-9.6pp | 86.8%-12.6pp | 68.1%+6.0pp |
| Annual return | -4.91% | 6.23%-11.1pp | 13.22%-18.1pp | 4.54%-9.5pp |
| Employer contribution / active EE | $1,443 | $2,946-51.0% | $5,151-72.0% | $1,882-23.3% |
| Participant deferral / active EE | $1,692 | $4,493-62.3% | $6,229-72.8% | $3,022-44.0% |
| Admin fee / account holder | $775 | $506+53.1% | $9,014-91.4% | $592+31.1% |