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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 | $88,996-96.4% | $78,004-95.9% | $138,895-97.7% |
| Participation rate | 81.8% | 74.4%+7.5pp | 69.4%+12.4pp | 79.9%+1.9pp |
| Annual return | 6.34% | 28.03%-21.7pp | 31.07%-24.7pp | 145.39%-139.1pp |
| Employer contribution / active EE | $0 | $2,917-100.0% | $2,469-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $448 | $4,724-90.5% | $4,092-89.1% | $6,396-93.0% |
| Admin fee / account holder | $353 | $8,807-96.0% | $7,578-95.3% | $12,562-97.2% |