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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 | $1,069 | $57,140-98.1% | $85,240-98.7% | $80,959-98.7% |
| Participation rate | 86.8% | 56.4%+30.4pp | 67.5%+19.3pp | 67.7%+19.2pp |
| Annual return | 8.82% | 21.71%-12.9pp | 66.75%-57.9pp | 35.67%-26.9pp |
| Employer contribution / active EE | $0 | $1,802-100.0% | $2,735-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $712 | $3,115-77.1% | $4,527-84.3% | $4,300-83.4% |
| Admin fee / account holder | $402 | $4,992-91.9% | $6,165-93.5% | $6,925-94.2% |