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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 | $13,530 | $180,459-92.5% | $154,108-91.2% | $135,380-90.0% |
| Participation rate | 100.0% | 87.4%+12.6pp | 83.0%+17.0pp | 82.6%+17.4pp |
| Annual return | -11.64% | 888.21%-899.8pp | 735.21%-746.8pp | 519.81%-531.4pp |
| Employer contribution / active EE | $10,311 | $6,035+70.9% | $5,298+94.6% | $4,779+115.8% |
| Participant deferral / active EE | $1,279 | $5,806-78.0% | $5,081-74.8% | $5,609-77.2% |
| Admin fee / account holder | $352 | $16,145-97.8% | $13,411-97.4% | $10,828-96.8% |