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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 | $9,763 | $78,690-87.6% | $161,489-94.0% | $87,485-88.8% |
| Participation rate | 90.8% | 67.5%+23.3pp | 78.7%+12.1pp | 68.9%+21.8pp |
| Annual return | 9.81% | 32.74%-22.9pp | 89.72%-79.9pp | 26.06%-16.3pp |
| Employer contribution / active EE | $0 | $2,588-100.0% | $4,268-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $817 | $3,311-75.3% | $5,630-85.5% | $4,274-80.9% |
| Admin fee / account holder | $363 | $6,724-94.6% | $16,006-97.7% | $7,775-95.3% |