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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 | $3,975 | $43,344-90.8% | $59,899-93.4% | $64,173-93.8% |
| Participation rate | 71.3% | 69.2%+2.1pp | 74.7%-3.4pp | 69.6%+1.7pp |
| Annual return | -9.26% | -1.55%-7.7pp | 3.46%-12.7pp | 7.63%-16.9pp |
| Employer contribution / active EE | $355 | $2,030-82.5% | $2,723-86.9% | $2,381-85.1% |
| Participant deferral / active EE | $411 | $2,547-83.9% | $3,402-87.9% | $3,470-88.1% |
| Admin fee / account holder | $649 | $3,008-78.4% | $3,592-81.9% | $4,887-86.7% |