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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 | $4,147 | $138,072-97.0% | $123,549-96.6% | $135,382-96.9% |
| Participation rate | 88.9% | 84.7%+4.2pp | 82.3%+6.6pp | 82.6%+6.2pp |
| Annual return | -9.67% | 153.69%-163.4pp | 119.20%-128.9pp | 519.77%-529.4pp |
| Employer contribution / active EE | $999 | $5,152-80.6% | $4,628-78.4% | $4,779-79.1% |
| Participant deferral / active EE | $1,915 | $6,799-71.8% | $6,426-70.2% | $5,609-65.9% |
| Admin fee / account holder | $2,066 | $10,917-81.1% | $9,284-77.7% | $10,829-80.9% |