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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 | $4,611 | $57,969-92.0% | $76,383-94.0% | $80,959-94.3% |
| Participation rate | 80.0% | 73.7%+6.3pp | 79.3%+0.7pp | 67.7%+12.3pp |
| Annual return | 5.58% | 15.90%-10.3pp | 13.79%-8.2pp | 35.67%-30.1pp |
| Employer contribution / active EE | $2,001 | $3,570-43.9% | $4,587-56.4% | $2,757-27.4% |
| Participant deferral / active EE | $0 | $3,814-100.0% | $5,474-100.0% | $4,300-100.0% |
| Admin fee / account holder | $825 | $5,670-85.4% | $5,147-84.0% | $6,925-88.1% |