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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 | $3,994 | $76,551-94.8% | $123,894-96.8% | $62,881-93.6% |
| Participation rate | 93.2% | 73.0%+20.2pp | 81.4%+11.8pp | 69.3%+23.9pp |
| Annual return | -16.65% | 18.68%-35.3pp | 47.52%-64.2pp | 20.14%-36.8pp |
| Employer contribution / active EE | $1,145 | $2,882-60.3% | $4,617-75.2% | $2,281-49.8% |
| Participant deferral / active EE | $1,798 | $4,840-62.8% | $5,984-70.0% | $3,203-43.9% |
| Admin fee / account holder | $750 | $4,826-84.5% | $8,357-91.0% | $4,296-82.5% |