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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 | $1,866 | $81,358-97.7% | $155,556-98.8% | $80,959-97.7% |
| Participation rate | 73.3% | 66.3%+7.1pp | 78.2%-4.9pp | 67.7%+5.7pp |
| Annual return | 9.03% | 33.39%-24.4pp | 64.84%-55.8pp | 35.67%-26.6pp |
| Employer contribution / active EE | $0 | $3,106-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $891 | $3,455-74.2% | $5,631-84.2% | $4,300-79.3% |
| Admin fee / account holder | $893 | $7,994-88.8% | $15,885-94.4% | $6,925-87.1% |