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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 | $81,276-97.7% | $155,574-98.8% | $80,925-97.7% |
| Participation rate | 73.3% | 66.2%+7.1pp | 78.2%-4.9pp | 67.7%+5.7pp |
| Annual return | 9.03% | 33.36%-24.3pp | 64.87%-55.8pp | 35.65%-26.6pp |
| Employer contribution / active EE | $0 | $3,103-100.0% | $4,676-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $891 | $3,453-74.2% | $5,629-84.2% | $4,299-79.3% |
| Admin fee / account holder | $893 | $7,993-88.8% | $15,914-94.4% | $6,940-87.1% |