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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 | $10,048 | $138,078-92.7% | $125,363-92.0% | $134,509-92.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-10.9pp | 81.2%-9.8pp |
| Annual return | -21.25% | 750.49%-771.7pp | 572.15%-593.4pp | 418.13%-439.4pp |
| Employer contribution / active EE | $1,564 | $5,245-70.2% | $4,815-67.5% | $4,741-67.0% |
| Participant deferral / active EE | $1,965 | $7,800-74.8% | $7,447-73.6% | $6,400-69.3% |
| Admin fee / account holder | $576 | $11,566-95.0% | $10,005-94.2% | $11,427-95.0% |