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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 | $7,090 | $62,583-88.7% | $76,767-90.8% | $64,173-89.0% |
| Participation rate | 100.0% | 72.8%+27.2pp | 77.0%+23.0pp | 69.6%+30.4pp |
| Annual return | -8.56% | -1.95%-6.6pp | 2.43%-11.0pp | 7.63%-16.2pp |
| Employer contribution / active EE | $1,377 | $1,832-24.8% | $2,485-44.6% | $2,381-42.2% |
| Participant deferral / active EE | $1,392 | $3,145-55.7% | $3,852-63.9% | $3,470-59.9% |
| Admin fee / account holder | $603 | $4,667-87.1% | $6,675-91.0% | $4,887-87.7% |