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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 | $1,216 | $75,541-98.4% | $152,093-99.2% | $82,637-98.5% |
| Participation rate | 71.8% | 66.5%+5.2pp | 77.8%-6.0pp | 68.1%+3.7pp |
| Annual return | 12.13% | 32.56%-20.4pp | 66.36%-54.2pp | 53.51%-41.4pp |
| Employer contribution / active EE | $0 | $2,622-100.0% | $4,175-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $435 | $3,206-86.4% | $5,451-92.0% | $4,126-89.5% |
| Admin fee / account holder | $444 | $6,405-93.1% | $14,497-96.9% | $7,339-94.0% |