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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 | $1,444 | $95,915-98.5% | $79,580-98.2% | $134,532-98.9% |
| Participation rate | 80.0% | 75.0%+5.0pp | 69.5%+10.5pp | 81.2%-1.2pp |
| Annual return | -37.11% | -2.71%-34.4pp | 0.15%-37.3pp | 418.27%-455.4pp |
| Employer contribution / active EE | $797 | $3,129-74.5% | $2,413-67.0% | $4,741-83.2% |
| Participant deferral / active EE | $858 | $4,693-81.7% | $3,985-78.5% | $6,401-86.6% |
| Admin fee / account holder | $381 | $9,132-95.8% | $6,835-94.4% | $11,429-96.7% |