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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 | $2,241 | $74,535-97.0% | $100,712-97.8% | $82,637-97.3% |
| Participation rate | 77.8% | 61.2%+16.6pp | 69.3%+8.5pp | 68.1%+9.7pp |
| Annual return | -18.13% | 18.92%-37.1pp | 33.27%-51.4pp | 53.51%-71.6pp |
| Employer contribution / active EE | $0 | $1,503-100.0% | $2,313-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,208 | $3,074-60.7% | $4,085-70.4% | $4,126-70.7% |
| Admin fee / account holder | $498 | $6,576-92.4% | $9,256-94.6% | $7,339-93.2% |