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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 | $3,423 | $71,197-95.2% | $93,669-96.3% | $80,925-95.8% |
| Participation rate | 71.4% | 60.4%+11.0pp | 68.7%+2.7pp | 67.7%+3.8pp |
| Annual return | 1.56% | 11.27%-9.7pp | 133.59%-132.0pp | 35.65%-34.1pp |
| Employer contribution / active EE | $0 | $1,565-100.0% | $2,424-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $908 | $4,036-77.5% | $4,416-79.4% | $4,299-78.9% |
| Admin fee / account holder | $1,046 | $6,959-85.0% | $8,291-87.4% | $6,940-84.9% |