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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 | $3,017 | $85,766-96.5% | $136,298-97.8% | $70,126-95.7% |
| Participation rate | 85.4% | 74.2%+11.3pp | 81.9%+3.5pp | 69.5%+15.9pp |
| Annual return | -3.43% | 31.46%-34.9pp | 5156.27%-5159.7pp | 73.15%-76.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,889 | $5,051-62.6% | $6,247-69.8% | $3,332-43.3% |
| Admin fee / account holder | $541 | $5,421-90.0% | $9,244-94.1% | $4,645-88.4% |