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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 | $5,257 | $70,002-92.5% | $115,037-95.4% | $52,331-90.0% |
| Participation rate | 70.3% | 72.1%-1.8pp | 81.4%-11.1pp | 68.1%+2.2pp |
| Annual return | -6.01% | 4.04%-10.1pp | 26.14%-32.2pp | 4.54%-10.6pp |
| Employer contribution / active EE | $1,000 | $2,715-63.2% | $4,608-78.3% | $1,882-46.8% |
| Participant deferral / active EE | $2,138 | $4,920-56.5% | $6,026-64.5% | $3,022-29.2% |
| Admin fee / account holder | $1,072 | $566+89.3% | $8,175-86.9% | $592+81.1% |