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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 | $14,282 | $145,431-90.2% | $211,142-93.2% | $87,485-83.7% |
| Participation rate | 76.7% | 84.7%-8.1pp | 87.3%-10.6pp | 68.9%+7.7pp |
| Annual return | 10.52% | 27.21%-16.7pp | 46.84%-36.3pp | 26.06%-15.5pp |
| Employer contribution / active EE | $0 | $4,662-100.0% | $6,442-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,666 | $6,859-75.7% | $9,284-82.1% | $4,274-61.0% |
| Admin fee / account holder | $1,857 | $17,052-89.1% | $19,076-90.3% | $7,775-76.1% |