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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 | $9,187 | $77,817-88.2% | $123,553-92.6% | $64,173-85.7% |
| Participation rate | 86.8% | 74.7%+12.1pp | 82.3%+4.5pp | 69.6%+17.2pp |
| Annual return | -8.94% | 12.49%-21.4pp | 119.21%-128.1pp | 7.63%-16.6pp |
| Employer contribution / active EE | $1,368 | $3,014-54.6% | $4,628-70.4% | $2,381-42.5% |
| Participant deferral / active EE | $1,125 | $5,240-78.5% | $6,426-82.5% | $3,470-67.6% |
| Admin fee / account holder | $747 | $5,519-86.5% | $9,284-92.0% | $4,887-84.7% |