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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 | $4,896 | $101,752-95.2% | $164,928-97.0% | $80,911-93.9% |
| Participation rate | 73.7% | 71.8%+1.8pp | 78.6%-4.9pp | 67.6%+6.0pp |
| Annual return | 9.59% | 16.73%-7.1pp | 70.08%-60.5pp | 35.63%-26.0pp |
| Employer contribution / active EE | $0 | $2,953-100.0% | $4,343-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,735 | $4,477-61.2% | $6,034-71.2% | $4,297-59.6% |
| Admin fee / account holder | $739 | $8,218-91.0% | $12,684-94.2% | $6,935-89.3% |