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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 | $1,956 | $106,749-98.2% | $145,433-98.7% | $82,448-97.6% |
| Participation rate | 73.7% | 75.6%-2.0pp | 82.1%-8.4pp | 68.1%+5.6pp |
| Annual return | 9.70% | 27.59%-17.9pp | 66.58%-56.9pp | 41.64%-31.9pp |
| Employer contribution / active EE | $0 | $3,444-100.0% | $4,554-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $865 | $6,519-86.7% | $7,897-89.0% | $4,139-79.1% |
| Admin fee / account holder | $726 | $8,390-91.3% | $13,129-94.5% | $7,234-90.0% |