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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 | $11,079 | $56,110-80.3% | $94,993-88.3% | $70,126-84.2% |
| Participation rate | 73.1% | 65.0%+8.1pp | 73.9%-0.8pp | 69.5%+3.5pp |
| Annual return | 3.97% | 51.02%-47.0pp | 27.14%-23.2pp | 73.15%-69.2pp |
| Employer contribution / active EE | $279 | $1,442-80.6% | $2,603-89.3% | $2,343-88.1% |
| Participant deferral / active EE | $331 | $2,391-86.2% | $3,317-90.0% | $3,332-90.1% |
| Admin fee / account holder | $1,175 | $3,456-66.0% | $4,960-76.3% | $4,645-74.7% |