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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 | $8,948 | $101,063-91.1% | $81,473-89.0% | $147,586-93.9% |
| Participation rate | 73.9% | 74.5%-0.5pp | 68.0%+6.0pp | 82.8%-8.9pp |
| Annual return | 2.56% | 32.41%-29.8pp | 38.78%-36.2pp | 578.59%-576.0pp |
| Employer contribution / active EE | $0 | $3,206-100.0% | $2,568-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $481 | $4,242-88.7% | $3,537-86.4% | $5,439-91.1% |
| Admin fee / account holder | $13,533 | $5,812+132.8% | $4,561+196.7% | $10,886+24.3% |