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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 | $875 | $55,889-98.4% | $76,119-98.8% | $80,935-98.9% |
| Participation rate | 78.1% | 62.1%+16.1pp | 69.1%+9.1pp | 67.7%+10.5pp |
| Annual return | 5.32% | 20.58%-15.3pp | 361.25%-355.9pp | 35.66%-30.3pp |
| Employer contribution / active EE | $0 | $1,866-100.0% | $2,693-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $738 | $3,051-75.8% | $4,259-82.7% | $4,299-82.8% |
| Admin fee / account holder | $726 | $5,241-86.1% | $6,421-88.7% | $6,924-89.5% |