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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 | $6,811 | $72,177-90.6% | $115,038-94.1% | $59,633-88.6% |
| Participation rate | 77.1% | 72.6%+4.5pp | 81.4%-4.3pp | 68.7%+8.4pp |
| Annual return | -6.46% | 12.02%-18.5pp | 26.14%-32.6pp | 2041.45%-2047.9pp |
| Employer contribution / active EE | $1,032 | $2,841-63.7% | $4,608-77.6% | $2,203-53.1% |
| Participant deferral / active EE | $1,792 | $4,783-62.5% | $6,026-70.3% | $3,192-43.8% |
| Admin fee / account holder | $343 | $4,927-93.0% | $8,175-95.8% | $4,297-92.0% |