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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 | $6,799 | $84,458-91.9% | $102,184-93.3% | $64,340-89.4% |
| Participation rate | 76.4% | 74.2%+2.2pp | 82.6%-6.2pp | 55.2%+21.2pp |
| Annual return | 14.10% | 45.73%-31.6pp | 31.58%-17.5pp | 24.14%-10.0pp |
| Employer contribution / active EE | $0 | $2,412-100.0% | $3,594-100.0% | $1,862-100.0% |
| Participant deferral / active EE | $2,247 | $6,208-63.8% | $8,309-73.0% | $2,980-24.6% |
| Admin fee / account holder | $1,297 | $2,926-55.7% | $11,609-88.8% | $3,703-65.0% |