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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 | $1,110 | $114,093-99.0% | $96,171-98.8% | $167,536-99.3% |
| Participation rate | 72.2% | 75.1%-2.8pp | 68.4%+3.8pp | 82.1%-9.9pp |
| Annual return | -14.59% | 190.00%-204.6pp | 192.04%-206.6pp | 478.82%-493.4pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $859 | $5,197-83.5% | $4,350-80.3% | $6,342-86.5% |
| Admin fee / account holder | $657 | $6,899-90.5% | $5,538-88.1% | $12,315-94.7% |