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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 | $3,893 | $58,627-93.4% | $76,735-94.9% | $82,448-95.3% |
| Participation rate | 80.0% | 63.2%+16.8pp | 69.5%+10.5pp | 68.1%+11.9pp |
| Annual return | 11.24% | 39.10%-27.9pp | 29.77%-18.5pp | 41.64%-30.4pp |
| Employer contribution / active EE | $0 | $1,729-100.0% | $2,454-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $564 | $3,134-82.0% | $4,088-86.2% | $4,139-86.4% |
| Admin fee / account holder | $787 | $5,323-85.2% | $7,189-89.1% | $7,234-89.1% |