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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 | $1,054 | $57,590-98.2% | $86,233-98.8% | $82,448-98.7% |
| Participation rate | 76.0% | 57.9%+18.1pp | 69.0%+7.0pp | 68.1%+7.9pp |
| Annual return | 13.08% | 22.41%-9.3pp | 61.39%-48.3pp | 41.64%-28.6pp |
| Employer contribution / active EE | $0 | $1,655-100.0% | $2,504-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $617 | $3,080-80.0% | $4,559-86.5% | $4,139-85.1% |
| Admin fee / account holder | $382 | $4,730-91.9% | $8,342-95.4% | $7,234-94.7% |