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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 | $6,736 | $84,518-92.0% | $67,704-90.1% | $125,389-94.6% |
| Participation rate | 92.9% | 74.8%+18.1pp | 67.5%+25.3pp | 83.2%+9.7pp |
| Annual return | -11.56% | 2.57%-14.1pp | 25.41%-37.0pp | 282.24%-293.8pp |
| Employer contribution / active EE | $5,513 | $3,292+67.5% | $2,559+115.4% | $4,866+13.3% |
| Participant deferral / active EE | $0 | $4,430-100.0% | $3,585-100.0% | $5,352-100.0% |
| Admin fee / account holder | $602 | $5,340-88.7% | $4,255-85.9% | $9,541-93.7% |