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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 | $8,284 | $82,674-90.0% | $125,363-93.4% | $68,495-87.9% |
| Participation rate | 73.9% | 75.0%-1.1pp | 82.4%-8.5pp | 67.9%+6.0pp |
| Annual return | -21.92% | -5.97%-16.0pp | 572.15%-594.1pp | -7.84%-14.1pp |
| Employer contribution / active EE | $1,109 | $3,382-67.2% | $4,815-77.0% | $2,596-57.3% |
| Participant deferral / active EE | $2,047 | $6,111-66.5% | $7,447-72.5% | $4,028-49.2% |
| Admin fee / account holder | $364 | $6,276-94.2% | $10,005-96.4% | $5,403-93.3% |