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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 | $4,020 | $42,910-90.6% | $60,919-93.4% | $68,490-94.1% |
| Participation rate | 85.7% | 66.8%+19.0pp | 73.1%+12.6pp | 67.9%+17.8pp |
| Annual return | -19.81% | -13.99%-5.8pp | 16.96%-36.8pp | -7.85%-12.0pp |
| Employer contribution / active EE | $575 | $1,978-70.9% | $2,704-78.7% | $2,597-77.8% |
| Participant deferral / active EE | $826 | $2,866-71.2% | $3,814-78.4% | $4,028-79.5% |
| Admin fee / account holder | $395 | $3,104-87.3% | $3,228-87.8% | $5,403-92.7% |