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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 | $2,809 | $138,114-98.0% | $125,391-97.8% | $134,545-97.9% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -73.21% | 750.88%-824.1pp | 572.41%-645.6pp | 418.37%-491.6pp |
| Employer contribution / active EE | $1,419 | $5,246-73.0% | $4,816-70.5% | $4,742-70.1% |
| Participant deferral / active EE | $1,663 | $7,801-78.7% | $7,448-77.7% | $6,401-74.0% |
| Admin fee / account holder | $382 | $11,570-96.7% | $10,009-96.2% | $11,431-96.7% |