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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 | $3,193 | $87,166-96.3% | $76,735-95.8% | $137,256-97.7% |
| Participation rate | 81.8% | 74.4%+7.5pp | 69.5%+12.3pp | 80.0%+1.9pp |
| Annual return | 6.34% | 26.50%-20.2pp | 29.77%-23.4pp | 220.34%-214.0pp |
| Employer contribution / active EE | $0 | $2,904-100.0% | $2,454-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $448 | $4,726-90.5% | $4,088-89.0% | $6,407-93.0% |
| Admin fee / account holder | $353 | $8,403-95.8% | $7,189-95.1% | $12,270-97.1% |