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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 | $12,742 | $180,459-92.9% | $154,108-91.7% | $135,380-90.6% |
| Participation rate | 86.7% | 87.4%-0.8pp | 83.0%+3.6pp | 82.6%+4.0pp |
| Annual return | -12.40% | 888.21%-900.6pp | 735.21%-747.6pp | 519.81%-532.2pp |
| Employer contribution / active EE | $1,606 | $6,035-73.4% | $5,298-69.7% | $4,779-66.4% |
| Participant deferral / active EE | $1,987 | $5,806-65.8% | $5,081-60.9% | $5,609-64.6% |
| Admin fee / account holder | $593 | $16,145-96.3% | $13,411-95.6% | $10,828-94.5% |