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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 | $4,546 | $75,541-94.0% | $152,093-97.0% | $82,637-94.5% |
| Participation rate | 73.7% | 66.5%+7.1pp | 77.8%-4.1pp | 68.1%+5.6pp |
| Annual return | -9.26% | 32.56%-41.8pp | 66.36%-75.6pp | 53.51%-62.8pp |
| Employer contribution / active EE | $362 | $2,622-86.2% | $4,175-91.3% | $2,552-85.8% |
| Participant deferral / active EE | $810 | $3,206-74.7% | $5,451-85.1% | $4,126-80.4% |
| Admin fee / account holder | $1,137 | $6,405-82.2% | $14,497-92.2% | $7,339-84.5% |