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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 | $21,257 | $209,428-89.8% | $178,498-88.1% | $158,950-86.6% |
| Participation rate | 100.0% | 86.4%+13.6pp | 81.9%+18.1pp | 82.0%+18.0pp |
| Annual return | -1.98% | 188.78%-190.8pp | 151.09%-153.1pp | 302.91%-304.9pp |
| Employer contribution / active EE | $3,138 | $5,707-45.0% | $5,011-37.4% | $4,762-34.1% |
| Participant deferral / active EE | $1,219 | $5,955-79.5% | $5,202-76.6% | $5,983-79.6% |
| Admin fee / account holder | $6,306 | $17,077-63.1% | $13,985-54.9% | $11,248-43.9% |