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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 | $3,085 | $172,111-98.2% | $150,298-97.9% | $137,256-97.8% |
| Participation rate | 85.7% | 81.7%+4.0pp | 77.8%+8.0pp | 80.0%+5.8pp |
| Annual return | -7.09% | 69.37%-76.5pp | 62.79%-69.9pp | 220.34%-227.4pp |
| Employer contribution / active EE | $1,031 | $4,636-77.8% | $4,154-75.2% | $4,156-75.2% |
| Participant deferral / active EE | $1,193 | $6,166-80.7% | $5,453-78.1% | $6,407-81.4% |
| Admin fee / account holder | $1,032 | $16,471-93.7% | $14,116-92.7% | $12,270-91.6% |