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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 | $2,837 | $167,323-98.3% | $143,770-98.0% | $134,493-97.9% |
| Participation rate | 87.5% | 84.8%+2.7pp | 80.3%+7.2pp | 81.2%+6.3pp |
| Annual return | -95.35% | 0.47%-95.8pp | -0.04%-95.3pp | 418.01%-513.4pp |
| Employer contribution / active EE | $1,457 | $5,619-74.1% | $4,951-70.6% | $4,740-69.3% |
| Participant deferral / active EE | $1,457 | $6,446-77.4% | $5,638-74.2% | $6,400-77.2% |
| Admin fee / account holder | $610 | $18,088-96.6% | $14,673-95.8% | $11,425-94.7% |