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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 | $13,867 | $79,955-82.7% | $98,461-85.9% | $75,173-81.6% |
| Participation rate | 71.3% | 70.4%+0.9pp | 75.2%-3.9pp | 67.2%+4.1pp |
| Annual return | 11.84% | 19.75%-7.9pp | 21.17%-9.3pp | 160.72%-148.9pp |
| Employer contribution / active EE | $0 | $2,264-100.0% | $3,049-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,011 | $3,752-73.1% | $4,738-78.7% | $4,126-75.5% |
| Admin fee / account holder | $1,786 | $6,841-73.9% | $8,961-80.1% | $5,651-68.4% |