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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 | $1,703 | $60,504-97.2% | $81,882-97.9% | $74,478-97.7% |
| Participation rate | 80.4% | 62.9%+17.5pp | 72.4%+8.0pp | 67.2%+13.2pp |
| Annual return | 3.42% | 16.91%-13.5pp | 779.47%-776.1pp | 1370.56%-1367.1pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $674 | $3,400-80.2% | $4,323-84.4% | $4,350-84.5% |
| Admin fee / account holder | $577 | $1,492-61.3% | $7,360-92.2% | $1,946-70.4% |