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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 | $16,674 | $83,485-80.0% | $125,195-86.7% | $72,976-77.2% |
| Participation rate | 96.4% | 73.3%+23.1pp | 79.8%+16.6pp | 69.5%+26.9pp |
| Annual return | -2.74% | 25.77%-28.5pp | 43.79%-46.5pp | 81.02%-83.8pp |
| Employer contribution / active EE | $1,247 | $2,346-46.8% | $3,866-67.7% | $2,440-48.9% |
| Participant deferral / active EE | $1,164 | $3,586-67.5% | $4,937-76.4% | $3,608-67.7% |
| Admin fee / account holder | $2,318 | $5,518-58.0% | $9,704-76.1% | $5,124-54.8% |