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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 | $2,007 | $81,331-97.5% | $155,534-98.7% | $80,935-97.5% |
| Participation rate | 96.9% | 66.3%+30.6pp | 78.2%+18.7pp | 67.7%+29.2pp |
| Annual return | 10.47% | 33.37%-22.9pp | 64.92%-54.4pp | 35.66%-25.2pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $753 | $3,454-78.2% | $5,630-86.6% | $4,299-82.5% |
| Admin fee / account holder | $336 | $7,999-95.8% | $15,900-97.9% | $6,924-95.2% |