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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 | $6,341 | $146,267-95.7% | $197,124-96.8% | $82,448-92.3% |
| Participation rate | 83.6% | 84.0%-0.4pp | 86.7%-3.1pp | 68.1%+15.5pp |
| Annual return | -7.24% | 29.61%-36.9pp | 44.34%-51.6pp | 41.64%-48.9pp |
| Employer contribution / active EE | $0 | $4,723-100.0% | $6,227-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,676 | $7,035-76.2% | $9,135-81.6% | $4,139-59.5% |
| Admin fee / account holder | $2,046 | $14,422-85.8% | $16,298-87.4% | $7,234-71.7% |