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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 | $3,309 | $63,809-94.8% | $81,353-95.9% | $80,935-95.9% |
| Participation rate | 77.4% | 63.9%+13.5pp | 69.5%+7.9pp | 67.7%+9.8pp |
| Annual return | 9.89% | 16.37%-6.5pp | 24.82%-14.9pp | 35.66%-25.8pp |
| Employer contribution / active EE | $0 | $1,981-100.0% | $2,464-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $955 | $3,093-69.1% | $3,885-75.4% | $4,299-77.8% |
| Admin fee / account holder | $693 | $5,686-87.8% | $5,766-88.0% | $6,924-90.0% |