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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 | $2,390 | $125,797-98.1% | $170,043-98.6% | $75,173-96.8% |
| Participation rate | 93.8% | 83.6%+10.2pp | 87.0%+6.7pp | 67.2%+26.5pp |
| Annual return | 4.82% | 27.20%-22.4pp | 53.40%-48.6pp | 160.72%-155.9pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,840 | $6,838-73.1% | $10,410-82.3% | $4,126-55.4% |
| Admin fee / account holder | $491 | $8,177-94.0% | $12,824-96.2% | $5,651-91.3% |