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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 | $15,406 | $91,536-83.2% | $130,062-88.2% | $75,177-79.5% |
| Participation rate | 86.2% | 71.5%+14.7pp | 78.5%+7.7pp | 67.2%+19.0pp |
| Annual return | 9.42% | -631.62%+641.0pp | -137.37%+146.8pp | 160.75%-151.3pp |
| Employer contribution / active EE | $0 | $2,845-100.0% | $4,322-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,311 | $4,343-69.8% | $5,821-77.5% | $4,126-68.2% |
| Admin fee / account holder | $528 | $6,780-92.2% | $10,601-95.0% | $5,651-90.6% |