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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 | $24,194 | $152,592-84.1% | $125,180-80.7% | $152,885-84.2% |
| Participation rate | 100.0% | 83.3%+16.7pp | 79.8%+20.2pp | 82.5%+17.5pp |
| Annual return | -74.05% | 54.84%-128.9pp | 43.79%-117.8pp | 345.39%-419.4pp |
| Employer contribution / active EE | $19,421 | $4,947+292.6% | $3,866+402.4% | $4,763+307.7% |
| Participant deferral / active EE | $488 | $5,868-91.7% | $4,937-90.1% | $5,851-91.7% |
| Admin fee / account holder | $7,714 | $13,435-42.6% | $9,703-20.5% | $11,598-33.5% |