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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 | $8,973 | $88,672-89.9% | $105,223-91.5% | $82,448-89.1% |
| Participation rate | 97.6% | 67.9%+29.7pp | 75.0%+22.6pp | 68.1%+29.6pp |
| Annual return | -8.03% | 30.86%-38.9pp | 180.65%-188.7pp | 41.64%-49.7pp |
| Employer contribution / active EE | $5,059 | $3,048+66.0% | $3,689+37.1% | $2,551+98.3% |
| Participant deferral / active EE | $67 | $4,036-98.3% | $5,072-98.7% | $4,139-98.4% |
| Admin fee / account holder | $3,343 | $7,146-53.2% | $8,859-62.3% | $7,234-53.8% |