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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 | $4,846 | $185,312-97.4% | $161,489-97.0% | $154,746-96.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.7%-3.7pp | 80.7%-5.7pp |
| Annual return | -0.83% | 103.84%-104.7pp | 89.72%-90.6pp | 172.34%-173.2pp |
| Employer contribution / active EE | $1,285 | $4,769-73.1% | $4,268-69.9% | $4,379-70.7% |
| Participant deferral / active EE | $1,043 | $6,350-83.6% | $5,630-81.5% | $6,730-84.5% |
| Admin fee / account holder | $790 | $18,654-95.8% | $16,006-95.1% | $14,365-94.5% |