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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 | $3,608 | $209,336-98.3% | $197,124-98.2% | $137,256-97.4% |
| Participation rate | 100.0% | 87.3%+12.7pp | 86.7%+13.3pp | 80.0%+20.0pp |
| Annual return | -5.86% | 48.09%-54.0pp | 44.34%-50.2pp | 220.34%-226.2pp |
| Employer contribution / active EE | $1,858 | $6,591-71.8% | $6,227-70.2% | $4,156-55.3% |
| Participant deferral / active EE | $2,043 | $9,614-78.8% | $9,135-77.6% | $6,407-68.1% |
| Admin fee / account holder | $556 | $17,308-96.8% | $16,298-96.6% | $12,270-95.5% |