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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 | $4,149 | $118,467-96.5% | $98,450-95.8% | $139,456-97.0% |
| Participation rate | 95.7% | 77.5%+18.2pp | 75.2%+20.5pp | 80.3%+15.3pp |
| Annual return | -11.06% | 18.95%-30.0pp | 21.16%-32.2pp | 373.45%-384.5pp |
| Employer contribution / active EE | $1,294 | $3,611-64.2% | $3,049-57.5% | $4,753-72.8% |
| Participant deferral / active EE | $334 | $5,393-93.8% | $4,739-92.9% | $6,711-95.0% |
| Admin fee / account holder | $1,191 | $14,057-91.5% | $8,961-86.7% | $11,407-89.6% |