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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 | $8,586 | $99,345-91.4% | $84,753-89.9% | $273,972-96.9% |
| Participation rate | 100.0% | 80.7%+19.3pp | 76.6%+23.4pp | 83.0%+17.0pp |
| Annual return | -1.80% | 22.93%-24.7pp | 22.78%-24.6pp | 41.46%-43.3pp |
| Employer contribution / active EE | $5,651 | $4,214+34.1% | $3,574+58.1% | $4,869+16.1% |
| Participant deferral / active EE | $672 | $4,270-84.3% | $3,712-81.9% | $5,287-87.3% |
| Admin fee / account holder | $593 | $6,645-91.1% | $5,333-88.9% | $10,133-94.1% |