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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 | $1,281 | $125,797-99.0% | $170,043-99.2% | $75,173-98.3% |
| Participation rate | 81.5% | 83.6%-2.1pp | 87.0%-5.5pp | 67.2%+14.3pp |
| Annual return | -10.40% | 27.20%-37.6pp | 53.40%-63.8pp | 160.72%-171.1pp |
| Employer contribution / active EE | $0 | $4,616-100.0% | $6,790-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $693 | $6,838-89.9% | $10,410-93.3% | $4,126-83.2% |
| Admin fee / account holder | $319 | $8,177-96.1% | $12,824-97.5% | $5,651-94.4% |