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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 | $19,973 | $56,197-64.5% | $67,652-70.5% | $59,633-66.5% |
| Participation rate | 81.8% | 71.5%+10.3pp | 75.7%+6.2pp | 68.7%+13.1pp |
| Annual return | -3.50% | 18508.10%-18511.6pp | 6625.40%-6628.9pp | 2041.45%-2045.0pp |
| Employer contribution / active EE | $1,705 | $1,615+5.6% | $2,266-24.8% | $2,203-22.6% |
| Participant deferral / active EE | $1,185 | $2,844-58.3% | $3,560-66.7% | $3,192-62.9% |
| Admin fee / account holder | $1,520 | $3,958-61.6% | $4,821-68.5% | $4,297-64.6% |