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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 | $834 | $23,330-96.4% | $64,489-98.7% | $82,448-99.0% |
| Participation rate | 72.2% | 68.3%+3.9pp | 67.7%+4.5pp | 68.1%+4.2pp |
| Annual return | 1.67% | 83.66%-82.0pp | 55.03%-53.4pp | 41.64%-40.0pp |
| Employer contribution / active EE | $202 | $824-75.5% | $1,523-86.7% | $2,551-92.1% |
| Participant deferral / active EE | $547 | $1,707-68.0% | $2,778-80.3% | $4,139-86.8% |
| Admin fee / account holder | $406 | $2,946-86.2% | $4,260-90.5% | $7,234-94.4% |