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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 | $73,787-97.0% | $98,716-97.7% | $82,448-97.3% |
| Participation rate | 77.8% | 61.4%+16.4pp | 69.3%+8.5pp | 68.1%+9.7pp |
| Annual return | -18.13% | 18.57%-36.7pp | 31.81%-49.9pp | 41.64%-59.8pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,208 | $3,081-60.8% | $4,048-70.2% | $4,139-70.8% |
| Admin fee / account holder | $498 | $6,500-92.3% | $8,703-94.3% | $7,234-93.1% |