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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 | $14,652 | $56,197-73.9% | $67,652-78.3% | $59,633-75.4% |
| Participation rate | 89.3% | 71.5%+17.9pp | 75.7%+13.7pp | 68.7%+20.7pp |
| Annual return | -2.48% | 18508.10%-18510.6pp | 6625.40%-6627.9pp | 2041.45%-2043.9pp |
| Employer contribution / active EE | $400 | $1,615-75.2% | $2,266-82.3% | $2,203-81.8% |
| Participant deferral / active EE | $935 | $2,844-67.1% | $3,560-73.7% | $3,192-70.7% |
| Admin fee / account holder | $373 | $3,958-90.6% | $4,821-92.3% | $4,297-91.3% |