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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 | $7,456 | $202,345-96.3% | $172,755-95.7% | $152,885-95.1% |
| Participation rate | 100.0% | 87.1%+12.9pp | 82.6%+17.4pp | 82.5%+17.5pp |
| Annual return | -21.53% | 1029.77%-1051.3pp | 802.94%-824.5pp | 345.39%-366.9pp |
| Employer contribution / active EE | $4,997 | $5,858-14.7% | $5,144-2.9% | $4,763+4.9% |
| Participant deferral / active EE | $1,818 | $5,948-69.4% | $5,198-65.0% | $5,851-68.9% |
| Admin fee / account holder | $1,277 | $17,111-92.5% | $13,955-90.8% | $11,598-89.0% |