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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 | $828 | $102,385-99.2% | $147,080-99.4% | $80,935-99.0% |
| Participation rate | 73.8% | 75.9%-2.1pp | 82.2%-8.4pp | 67.7%+6.1pp |
| Annual return | 10.88% | 135.09%-124.2pp | 420.17%-409.3pp | 35.66%-24.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $575 | $6,651-91.4% | $8,066-92.9% | $4,299-86.6% |
| Admin fee / account holder | $390 | $7,951-95.1% | $12,989-97.0% | $6,924-94.4% |