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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 | $4,085 | $99,644-95.9% | $86,438-95.3% | $134,532-97.0% |
| Participation rate | 70.0% | 82.1%-12.1pp | 80.3%-10.3pp | 81.2%-11.2pp |
| Annual return | -22.40% | 6787.26%-6809.7pp | 4397.19%-4419.6pp | 418.27%-440.7pp |
| Employer contribution / active EE | $775 | $4,402-82.4% | $3,769-79.4% | $4,741-83.6% |
| Participant deferral / active EE | $1,036 | $7,247-85.7% | $6,952-85.1% | $6,401-83.8% |
| Admin fee / account holder | $741 | $8,375-91.2% | $6,733-89.0% | $11,429-93.5% |