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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 | $11,935 | $60,349-80.2% | $74,184-83.9% | $62,881-81.0% |
| Participation rate | 95.0% | 72.7%+22.3pp | 76.6%+18.4pp | 69.3%+25.7pp |
| Annual return | -2.71% | 21.38%-24.1pp | 17.74%-20.4pp | 20.14%-22.9pp |
| Employer contribution / active EE | $724 | $1,680-56.9% | $2,370-69.5% | $2,281-68.3% |
| Participant deferral / active EE | $1,205 | $2,856-57.8% | $3,550-66.0% | $3,203-62.4% |
| Admin fee / account holder | $1,297 | $4,261-69.6% | $5,586-76.8% | $4,296-69.8% |