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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 | $3,762 | $110,083-96.6% | $151,639-97.5% | $68,486-94.5% |
| Participation rate | 75.0% | 84.0%-9.0pp | 87.5%-12.5pp | 67.9%+7.1pp |
| Annual return | -23.72% | -10.12%-13.6pp | 3.34%-27.1pp | -7.85%-15.9pp |
| Employer contribution / active EE | $1,530 | $4,470-65.8% | $6,165-75.2% | $2,597-41.1% |
| Participant deferral / active EE | $1,931 | $6,526-70.4% | $8,363-76.9% | $4,028-52.1% |
| Admin fee / account holder | $779 | $7,718-89.9% | $11,613-93.3% | $5,404-85.6% |