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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 | $424 | $49,891-99.2% | $80,607-99.5% | $75,181-99.4% |
| Participation rate | 71.1% | 55.3%+15.7pp | 67.0%+4.0pp | 67.2%+3.9pp |
| Annual return | -26.44% | 34.67%-61.1pp | 936.11%-962.5pp | 160.69%-187.1pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $326 | $2,991-89.1% | $4,448-92.7% | $4,126-92.1% |
| Admin fee / account holder | $343 | $3,578-90.4% | $5,379-93.6% | $5,650-93.9% |