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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 | $9,186 | $50,464-81.8% | $75,784-87.9% | $52,331-82.4% |
| Participation rate | 80.0% | 66.8%+13.2pp | 75.8%+4.2pp | 68.1%+11.9pp |
| Annual return | -13.55% | 1.03%-14.6pp | 9.68%-23.2pp | 4.54%-18.1pp |
| Employer contribution / active EE | $2,786 | $1,988+40.1% | $3,323-16.2% | $1,882+48.1% |
| Participant deferral / active EE | $879 | $2,570-65.8% | $3,652-75.9% | $3,022-70.9% |
| Admin fee / account holder | $355 | $1,103-67.8% | $5,300-93.3% | $592-39.9% |