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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 | $3,641 | $81,331-95.5% | $155,534-97.7% | $80,935-95.5% |
| Participation rate | 74.2% | 66.3%+7.9pp | 78.2%-4.0pp | 67.7%+6.5pp |
| Annual return | -10.15% | 33.37%-43.5pp | 64.92%-75.1pp | 35.66%-45.8pp |
| Employer contribution / active EE | $0 | $3,105-100.0% | $4,675-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $824 | $3,454-76.1% | $5,630-85.4% | $4,299-80.8% |
| Admin fee / account holder | $552 | $7,999-93.1% | $15,900-96.5% | $6,924-92.0% |