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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 | $4,152 | $73,787-94.4% | $98,716-95.8% | $82,448-95.0% |
| Participation rate | 76.3% | 61.4%+14.9pp | 69.3%+7.0pp | 68.1%+8.2pp |
| Annual return | 10.63% | 18.57%-7.9pp | 31.81%-21.2pp | 41.64%-31.0pp |
| Employer contribution / active EE | $0 | $1,511-100.0% | $2,279-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $884 | $3,081-71.3% | $4,048-78.2% | $4,139-78.6% |
| Admin fee / account holder | $539 | $6,500-91.7% | $8,703-93.8% | $7,234-92.6% |