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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 | $3,993 | $76,551-94.8% | $123,894-96.8% | $62,881-93.6% |
| Participation rate | 72.0% | 73.0%-1.0pp | 81.4%-9.4pp | 69.3%+2.7pp |
| Annual return | -26.61% | 18.68%-45.3pp | 47.52%-74.1pp | 20.14%-46.8pp |
| Employer contribution / active EE | $703 | $2,882-75.6% | $4,617-84.8% | $2,281-69.2% |
| Participant deferral / active EE | $1,686 | $4,840-65.2% | $5,984-71.8% | $3,203-47.4% |
| Admin fee / account holder | $521 | $4,826-89.2% | $8,357-93.8% | $4,296-87.9% |