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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 | $3,479 | $201,344-98.3% | $184,243-98.1% | $145,877-97.6% |
| Participation rate | 77.3% | 87.5%-10.2pp | 86.8%-9.6pp | 80.3%-3.0pp |
| Annual return | -8.70% | 29.01%-37.7pp | 28.82%-37.5pp | 551.28%-560.0pp |
| Employer contribution / active EE | $0 | $7,022-100.0% | $6,427-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,919 | $9,807-80.4% | $9,132-79.0% | $6,691-71.3% |
| Admin fee / account holder | $345 | $16,382-97.9% | $13,914-97.5% | $13,402-97.4% |