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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 | $3,890 | $167,352-97.7% | $143,788-97.3% | $134,509-97.1% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -25.77% | 0.47%-26.2pp | -0.03%-25.7pp | 418.13%-443.9pp |
| Employer contribution / active EE | $1,416 | $5,620-74.8% | $4,952-71.4% | $4,741-70.1% |
| Participant deferral / active EE | $1,609 | $6,447-75.0% | $5,638-71.5% | $6,400-74.9% |
| Admin fee / account holder | $389 | $18,091-97.8% | $14,675-97.3% | $11,427-96.6% |