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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 | $932 | $61,815-98.5% | $97,295-99.0% | $80,959-98.8% |
| Participation rate | 89.8% | 63.5%+26.3pp | 72.7%+17.1pp | 67.7%+22.1pp |
| Annual return | 4.88% | -558.73%+563.6pp | 75.62%-70.7pp | 35.67%-30.8pp |
| Employer contribution / active EE | $0 | $1,836-100.0% | $2,723-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $821 | $3,027-72.9% | $4,264-80.7% | $4,300-80.9% |
| Admin fee / account holder | $350 | $5,166-93.2% | $5,646-93.8% | $6,925-94.9% |