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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 | $4,739 | $72,273-93.4% | $101,275-95.3% | $79,856-94.1% |
| Participation rate | 100.0% | 68.5%+31.5pp | 75.8%+24.2pp | 69.6%+30.4pp |
| Annual return | 0.74% | 22.30%-21.6pp | 46.48%-45.7pp | 31.71%-31.0pp |
| Employer contribution / active EE | $3,837 | $2,691+42.6% | $3,660+4.8% | $2,471+55.3% |
| Participant deferral / active EE | $18 | $3,282-99.4% | $4,371-99.6% | $3,741-99.5% |
| Admin fee / account holder | $1,374 | $4,401-68.8% | $5,948-76.9% | $5,306-74.1% |