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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 | $7,413 | $67,411-89.0% | $91,004-91.9% | $70,126-89.4% |
| Participation rate | 100.0% | 71.4%+28.6pp | 75.6%+24.4pp | 69.5%+30.5pp |
| Annual return | 8.03% | -40.16%+48.2pp | 4.60%+3.4pp | 73.15%-65.1pp |
| Employer contribution / active EE | $1,903 | $1,786+6.5% | $2,456-22.5% | $2,343-18.8% |
| Participant deferral / active EE | $117 | $2,823-95.8% | $3,548-96.7% | $3,332-96.5% |
| Admin fee / account holder | $3,538 | $4,236-16.5% | $5,417-34.7% | $4,645-23.8% |