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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 | $4,050 | $65,423-93.8% | $98,477-95.9% | $85,856-95.3% |
| Participation rate | 75.0% | 65.0%+10.0pp | 73.3%+1.7pp | 69.3%+5.7pp |
| Annual return | 9.33% | 21.76%-12.4pp | 1493.59%-1484.3pp | 318.58%-309.3pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $505 | $3,167-84.0% | $4,276-88.2% | $3,952-87.2% |
| Admin fee / account holder | $645 | $4,594-86.0% | $5,951-89.2% | $6,261-89.7% |