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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 | $24,199 | $135,645-82.2% | $110,243-78.0% | $135,379-82.1% |
| Participation rate | 78.3% | 83.5%-5.2pp | 79.8%-1.6pp | 82.6%-4.4pp |
| Annual return | -9.44% | 513.24%-522.7pp | 314.76%-324.2pp | 519.79%-529.2pp |
| Employer contribution / active EE | $1,232 | $4,907-74.9% | $3,827-67.8% | $4,779-74.2% |
| Participant deferral / active EE | $1,619 | $5,507-70.6% | $4,672-65.4% | $5,609-71.1% |
| Admin fee / account holder | $1,902 | $11,458-83.4% | $8,548-77.8% | $10,828-82.4% |