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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 | $5,360 | $48,570-89.0% | $130,660-95.9% | $72,975-92.7% |
| Participation rate | 81.6% | 58.6%+23.0pp | 71.7%+9.8pp | 69.5%+12.1pp |
| Annual return | -9.96% | 38.63%-48.6pp | 1709.29%-1719.2pp | 81.01%-91.0pp |
| Employer contribution / active EE | $1,217 | $1,334-8.8% | $4,092-70.3% | $2,440-50.1% |
| Participant deferral / active EE | $853 | $2,384-64.2% | $3,603-76.3% | $3,608-76.3% |
| Admin fee / account holder | $1,346 | $3,549-62.1% | $5,463-75.4% | $5,124-73.7% |