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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 | $7,671 | $138,102-94.4% | $125,381-93.9% | $134,532-94.3% |
| Participation rate | 80.0% | 84.5%-4.5pp | 82.4%-2.4pp | 81.2%-1.2pp |
| Annual return | -26.26% | 750.73%-777.0pp | 572.31%-598.6pp | 418.27%-444.5pp |
| Employer contribution / active EE | $2,357 | $5,245-55.1% | $4,815-51.1% | $4,741-50.3% |
| Participant deferral / active EE | $2,357 | $7,801-69.8% | $7,448-68.4% | $6,401-63.2% |
| Admin fee / account holder | $826 | $11,568-92.9% | $10,007-91.8% | $11,429-92.8% |