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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 | $1,966 | $59,813-96.7% | $79,580-97.5% | $68,486-97.1% |
| Participation rate | 82.1% | 61.1%+21.1pp | 69.5%+12.7pp | 67.9%+14.2pp |
| Annual return | -35.93% | -12.30%-23.6pp | 0.15%-36.1pp | -7.85%-28.1pp |
| Employer contribution / active EE | $510 | $1,505-66.1% | $2,413-78.9% | $2,597-80.4% |
| Participant deferral / active EE | $1,131 | $3,024-62.6% | $3,985-71.6% | $4,028-71.9% |
| Admin fee / account holder | $319 | $4,835-93.4% | $6,835-95.3% | $5,404-94.1% |