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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 | $8,477 | $81,276-89.6% | $155,574-94.6% | $80,925-89.5% |
| Participation rate | 89.4% | 66.2%+23.1pp | 78.2%+11.2pp | 67.7%+21.7pp |
| Annual return | 6.95% | 33.36%-26.4pp | 64.87%-57.9pp | 35.65%-28.7pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $792 | $3,453-77.1% | $5,629-85.9% | $4,299-81.6% |
| Admin fee / account holder | $382 | $7,993-95.2% | $15,914-97.6% | $6,940-94.5% |