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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 | $6,546 | $160,070-95.9% | $147,117-95.6% | $145,897-95.5% |
| Participation rate | 87.5% | 84.0%+3.5pp | 82.2%+5.3pp | 80.3%+7.2pp |
| Annual return | -50.54% | 98.69%-149.2pp | 420.54%-471.1pp | 552.29%-602.8pp |
| Employer contribution / active EE | $2,117 | $5,285-59.9% | $4,932-57.1% | $4,663-54.6% |
| Participant deferral / active EE | $1,693 | $8,419-79.9% | $8,065-79.0% | $6,689-74.7% |
| Admin fee / account holder | $2,880 | $15,035-80.8% | $12,993-77.8% | $13,390-78.5% |