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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 | $5,435 | $73,787-92.6% | $98,716-94.5% | $82,448-93.4% |
| Participation rate | 81.1% | 61.4%+19.7pp | 69.3%+11.8pp | 68.1%+13.1pp |
| Annual return | 4.78% | 18.57%-13.8pp | 31.81%-27.0pp | 41.64%-36.9pp |
| Employer contribution / active EE | $371 | $1,511-75.4% | $2,279-83.7% | $2,551-85.4% |
| Participant deferral / active EE | $683 | $3,081-77.8% | $4,048-83.1% | $4,139-83.5% |
| Admin fee / account holder | $478 | $6,500-92.7% | $8,703-94.5% | $7,234-93.4% |