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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 | $6,903 | $53,806-87.2% | $61,491-88.8% | $68,490-89.9% |
| Participation rate | 73.3% | 72.5%+0.9pp | 79.3%-6.0pp | 67.9%+5.4pp |
| Annual return | -20.89% | -15.68%-5.2pp | -12.98%-7.9pp | -7.85%-13.0pp |
| Employer contribution / active EE | $2,384 | $3,218-25.9% | $4,246-43.9% | $2,597-8.2% |
| Participant deferral / active EE | $0 | $3,678-100.0% | $5,188-100.0% | $4,028-100.0% |
| Admin fee / account holder | $1,187 | $5,999-80.2% | $4,312-72.5% | $5,403-78.0% |