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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 | $4,582 | $73,787-93.8% | $98,716-95.4% | $82,448-94.4% |
| Participation rate | 84.0% | 61.4%+22.6pp | 69.3%+14.7pp | 68.1%+15.9pp |
| Annual return | 11.30% | 18.57%-7.3pp | 31.81%-20.5pp | 41.64%-30.3pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $919 | $3,081-70.2% | $4,048-77.3% | $4,139-77.8% |
| Admin fee / account holder | $563 | $6,500-91.3% | $8,703-93.5% | $7,234-92.2% |