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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 | $1,498 | $77,416-98.1% | $69,464-97.8% | $152,897-99.0% |
| Participation rate | 100.0% | 78.1%+21.9pp | 74.6%+25.4pp | 82.5%+17.5pp |
| Annual return | -8.54% | 39.08%-47.6pp | 28.98%-37.5pp | 345.43%-354.0pp |
| Employer contribution / active EE | $848 | $3,315-74.4% | $2,779-69.5% | $4,764-82.2% |
| Participant deferral / active EE | $746 | $4,413-83.1% | $3,536-78.9% | $5,851-87.3% |
| Admin fee / account holder | $674 | $6,208-89.1% | $3,840-82.5% | $11,599-94.2% |