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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 | $14,001 | $81,870-82.9% | $119,634-88.3% | $68,490-79.6% |
| Participation rate | 79.4% | 71.9%+7.5pp | 79.3%+0.1pp | 67.9%+11.5pp |
| Annual return | -19.04% | -23.82%+4.8pp | -14.98%-4.1pp | -7.85%-11.2pp |
| Employer contribution / active EE | $1,015 | $2,692-62.3% | $4,232-76.0% | $2,597-60.9% |
| Participant deferral / active EE | $1,306 | $4,148-68.5% | $5,601-76.7% | $4,028-67.6% |
| Admin fee / account holder | $882 | $6,583-86.6% | $10,329-91.5% | $5,403-83.7% |