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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 | $9,767 | $124,330-92.1% | $109,173-91.1% | $167,536-94.2% |
| Participation rate | 75.0% | 79.5%-4.5pp | 75.9%-0.9pp | 82.1%-7.1pp |
| Annual return | 7.20% | 26.04%-18.8pp | 25.75%-18.6pp | 478.82%-471.6pp |
| Employer contribution / active EE | $0 | $4,209-100.0% | $3,723-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $683 | $5,256-87.0% | $4,654-85.3% | $6,342-89.2% |
| Admin fee / account holder | $554 | $7,974-93.1% | $6,755-91.8% | $12,315-95.5% |