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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 | $2,226 | $90,691-97.5% | $76,119-97.1% | $145,884-98.5% |
| Participation rate | 78.6% | 74.5%+4.1pp | 69.1%+9.5pp | 80.3%-1.7pp |
| Annual return | -2.03% | 624.52%-626.6pp | 361.25%-363.3pp | 551.85%-553.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $982 | $5,167-81.0% | $4,259-77.0% | $6,690-85.3% |
| Admin fee / account holder | $338 | $8,383-96.0% | $6,421-94.7% | $13,392-97.5% |