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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 | $10,186 | $138,076-92.6% | $123,553-91.8% | $135,380-92.5% |
| Participation rate | 70.0% | 84.7%-14.7pp | 82.3%-12.3pp | 82.6%-12.6pp |
| Annual return | -9.31% | 153.70%-163.0pp | 119.21%-128.5pp | 519.81%-529.1pp |
| Employer contribution / active EE | $1,181 | $5,152-77.1% | $4,628-74.5% | $4,779-75.3% |
| Participant deferral / active EE | $1,802 | $6,800-73.5% | $6,426-72.0% | $5,609-67.9% |
| Admin fee / account holder | $1,097 | $10,917-90.0% | $9,284-88.2% | $10,828-89.9% |