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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 | $1,967 | $44,103-95.5% | $75,826-97.4% | $64,173-96.9% |
| Participation rate | 79.4% | 62.7%+16.7pp | 68.2%+11.2pp | 69.6%+9.8pp |
| Annual return | -17.30% | -4.72%-12.6pp | 1914.15%-1931.5pp | 7.63%-24.9pp |
| Employer contribution / active EE | $0 | $1,446-100.0% | $1,913-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $591 | $2,204-73.2% | $2,862-79.4% | $3,470-83.0% |
| Admin fee / account holder | $359 | $3,506-89.7% | $4,726-92.4% | $4,887-92.6% |