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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 | $4,773 | $165,381-97.1% | $149,730-96.8% | $158,966-97.0% |
| Participation rate | 80.0% | 84.6%-4.6pp | 82.5%-2.5pp | 82.0%-2.0pp |
| Annual return | -15.20% | 348.29%-363.5pp | 276.70%-291.9pp | 302.95%-318.2pp |
| Employer contribution / active EE | $2,339 | $5,104-54.2% | $4,645-49.7% | $4,762-50.9% |
| Participant deferral / active EE | $1,446 | $7,182-79.9% | $6,843-78.9% | $5,983-75.8% |
| Admin fee / account holder | $1,144 | $10,809-89.4% | $9,310-87.7% | $11,250-89.8% |