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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 | $722 | $183,516-99.6% | $155,534-99.5% | $145,884-99.5% |
| Participation rate | 87.5% | 82.7%+4.8pp | 78.2%+9.3pp | 80.3%+7.2pp |
| Annual return | -89.60% | 61.43%-151.0pp | 64.92%-154.5pp | 551.85%-641.4pp |
| Employer contribution / active EE | $1,169 | $5,315-78.0% | $4,675-75.0% | $4,662-74.9% |
| Participant deferral / active EE | $315 | $6,467-95.1% | $5,630-94.4% | $6,690-95.3% |
| Admin fee / account holder | $331 | $19,293-98.3% | $15,900-97.9% | $13,392-97.5% |