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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 | $18,521 | $53,412-65.3% | $68,509-73.0% | $52,331-64.6% |
| Participation rate | 88.1% | 71.7%+16.5pp | 74.7%+13.4pp | 68.1%+20.0pp |
| Annual return | -3.23% | 3.42%-6.7pp | 8.27%-11.5pp | 4.54%-7.8pp |
| Employer contribution / active EE | $800 | $1,607-50.2% | $2,278-64.9% | $1,882-57.5% |
| Participant deferral / active EE | $968 | $2,688-64.0% | $3,382-71.4% | $3,022-68.0% |
| Admin fee / account holder | $1,344 | $461+191.7% | $5,275-74.5% | $592+127.2% |