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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 | $10,413 | $56,484-81.6% | $169,452-93.9% | $64,181-83.8% |
| Participation rate | 82.3% | 64.5%+17.7pp | 77.8%+4.5pp | 69.6%+12.7pp |
| Annual return | -8.94% | -1.55%-7.4pp | 1.83%-10.8pp | 7.63%-16.6pp |
| Employer contribution / active EE | $942 | $1,832-48.6% | $4,157-77.3% | $2,381-60.4% |
| Participant deferral / active EE | $655 | $3,448-81.0% | $5,277-87.6% | $3,470-81.1% |
| Admin fee / account holder | $702 | $4,174-83.2% | $9,110-92.3% | $4,887-85.6% |