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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 | $7,778 | $57,352-86.4% | $83,830-90.7% | $64,173-87.9% |
| Participation rate | 93.0% | 68.6%+24.4pp | 76.1%+16.8pp | 69.6%+23.4pp |
| Annual return | -514.13% | 11.38%-525.5pp | 850.97%-1365.1pp | 7.63%-521.8pp |
| Employer contribution / active EE | $8,017 | $2,546+215.0% | $3,631+120.8% | $2,381+236.7% |
| Participant deferral / active EE | $991 | $2,993-66.9% | $4,082-75.7% | $3,470-71.4% |
| Admin fee / account holder | $1,099 | $4,046-72.8% | $5,479-79.9% | $4,887-77.5% |