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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 | $15,799 | $91,537-82.7% | $130,045-87.9% | $75,173-79.0% |
| Participation rate | 78.6% | 71.5%+7.1pp | 78.5%+0.1pp | 67.2%+11.4pp |
| Annual return | 11.31% | -631.55%+642.9pp | -137.30%+148.6pp | 160.72%-149.4pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,321-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,136 | $4,343-73.8% | $5,820-80.5% | $4,126-72.5% |
| Admin fee / account holder | $1,364 | $6,780-79.9% | $10,600-87.1% | $5,651-75.9% |