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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 | $138,114-92.7% | $125,391-92.0% | $134,545-92.5% |
| Participation rate | 71.4% | 84.5%-13.1pp | 82.4%-11.0pp | 81.2%-9.8pp |
| Annual return | -21.25% | 750.88%-772.1pp | 572.41%-593.7pp | 418.37%-439.6pp |
| Employer contribution / active EE | $1,564 | $5,246-70.2% | $4,816-67.5% | $4,742-67.0% |
| Participant deferral / active EE | $1,965 | $7,801-74.8% | $7,448-73.6% | $6,401-69.3% |
| Admin fee / account holder | $576 | $11,570-95.0% | $10,009-94.2% | $11,431-95.0% |