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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 | $16,255 | $77,817-79.1% | $123,553-86.8% | $64,173-74.7% |
| Participation rate | 81.7% | 74.7%+7.0pp | 82.3%-0.6pp | 69.6%+12.1pp |
| Annual return | -8.72% | 12.49%-21.2pp | 119.21%-127.9pp | 7.63%-16.4pp |
| Employer contribution / active EE | $2,706 | $3,014-10.2% | $4,628-41.5% | $2,381+13.6% |
| Participant deferral / active EE | $2,147 | $5,240-59.0% | $6,426-66.6% | $3,470-38.1% |
| Admin fee / account holder | $1,058 | $5,519-80.8% | $9,284-88.6% | $4,887-78.4% |