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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 | $12,263 | $82,678-85.2% | $125,391-90.2% | $68,490-82.1% |
| Participation rate | 78.3% | 75.1%+3.2pp | 82.4%-4.1pp | 67.9%+10.4pp |
| Annual return | -22.58% | -5.97%-16.6pp | 572.41%-595.0pp | -7.85%-14.7pp |
| Employer contribution / active EE | $1,448 | $3,382-57.2% | $4,816-69.9% | $2,597-44.2% |
| Participant deferral / active EE | $2,263 | $6,111-63.0% | $7,448-69.6% | $4,028-43.8% |
| Admin fee / account holder | $1,561 | $6,277-75.1% | $10,009-84.4% | $5,403-71.1% |