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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 | $7,048 | $77,816-90.9% | $123,552-94.3% | $64,173-89.0% |
| Participation rate | 90.0% | 74.7%+15.3pp | 82.3%+7.7pp | 69.6%+20.4pp |
| Annual return | -11.91% | 12.49%-24.4pp | 119.20%-131.1pp | 7.63%-19.5pp |
| Employer contribution / active EE | $1,334 | $3,014-55.7% | $4,628-71.2% | $2,381-44.0% |
| Participant deferral / active EE | $2,021 | $5,240-61.4% | $6,426-68.5% | $3,470-41.7% |
| Admin fee / account holder | $374 | $5,519-93.2% | $9,285-96.0% | $4,887-92.3% |