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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 | $20,097 | $89,370-77.5% | $141,197-85.8% | $72,976-72.5% |
| Participation rate | 97.9% | 75.1%+22.7pp | 82.5%+15.4pp | 69.5%+28.4pp |
| Annual return | -21.22% | 111.88%-133.1pp | 71.41%-92.6pp | 81.02%-102.2pp |
| Employer contribution / active EE | $4,477 | $3,115+43.7% | $4,736-5.5% | $2,440+83.5% |
| Participant deferral / active EE | $0 | $5,419-100.0% | $6,710-100.0% | $3,608-100.0% |
| Admin fee / account holder | $3,523 | $5,957-40.9% | $10,265-65.7% | $5,124-31.3% |