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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 | $8,647 | $77,814-88.9% | $158,223-94.5% | $86,983-90.1% |
| Participation rate | 86.8% | 68.4%+18.4pp | 79.2%+7.6pp | 69.5%+17.3pp |
| Annual return | 10.41% | 30.54%-20.1pp | 52.09%-41.7pp | 25.83%-15.4pp |
| Employer contribution / active EE | $0 | $2,592-100.0% | $4,109-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $868 | $3,270-73.4% | $5,467-84.1% | $4,194-79.3% |
| Admin fee / account holder | $936 | $5,879-84.1% | $16,047-94.2% | $7,856-88.1% |