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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 | $3,679 | $51,638-92.9% | $129,406-97.2% | $80,959-95.5% |
| Participation rate | 81.6% | 56.9%+24.7pp | 69.6%+12.0pp | 67.7%+14.0pp |
| Annual return | 11.08% | 20.78%-9.7pp | 9468.18%-9457.1pp | 35.67%-24.6pp |
| Employer contribution / active EE | $0 | $1,584-100.0% | $4,155-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $724 | $2,670-72.9% | $4,167-82.6% | $4,300-83.2% |
| Admin fee / account holder | $302 | $4,313-93.0% | $7,689-96.1% | $6,925-95.6% |