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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 | $8,396 | $58,320-85.6% | $86,439-90.3% | $66,930-87.5% |
| Participation rate | 99.2% | 78.6%+20.6pp | 80.3%+18.9pp | 69.8%+29.4pp |
| Annual return | -19.68% | -9.71%-10.0pp | 4395.55%-4415.2pp | 1.57%-21.3pp |
| Employer contribution / active EE | $2,072 | $2,615-20.8% | $3,769-45.0% | $2,545-18.6% |
| Participant deferral / active EE | $3,399 | $6,899-50.7% | $6,952-51.1% | $4,238-19.8% |
| Admin fee / account holder | $1,711 | $546+213.4% | $6,732-74.6% | $593+188.3% |