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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 | $13,749 | $118,708-88.4% | $98,920-86.1% | $158,966-91.4% |
| Participation rate | 100.0% | 77.8%+22.2pp | 76.0%+24.0pp | 82.0%+18.0pp |
| Annual return | -1.00% | 372.49%-373.5pp | 196.47%-197.5pp | 302.95%-303.9pp |
| Employer contribution / active EE | $1,542 | $3,334-53.7% | $2,689-42.7% | $4,762-67.6% |
| Participant deferral / active EE | $0 | $5,089-100.0% | $4,245-100.0% | $5,983-100.0% |
| Admin fee / account holder | $4,619 | $10,134-54.4% | $6,643-30.5% | $11,250-58.9% |