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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 | $684 | $81,331-99.2% | $155,534-99.6% | $80,935-99.2% |
| Participation rate | 80.7% | 66.3%+14.4pp | 78.2%+2.5pp | 67.7%+13.0pp |
| Annual return | 6.19% | 33.37%-27.2pp | 64.92%-58.7pp | 35.66%-29.5pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $884 | $3,454-74.4% | $5,630-84.3% | $4,299-79.4% |
| Admin fee / account holder | $543 | $7,999-93.2% | $15,900-96.6% | $6,924-92.2% |