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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 | $1,293 | $124,980-99.0% | $108,359-98.8% | $154,746-99.2% |
| Participation rate | 90.0% | 75.2%+14.8pp | 70.1%+19.9pp | 80.7%+9.3pp |
| Annual return | -26.29% | 45.00%-71.3pp | 36.89%-63.2pp | 172.34%-198.6pp |
| Employer contribution / active EE | $0 | $2,851-100.0% | $2,399-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $933 | $4,743-80.3% | $4,137-77.5% | $6,730-86.1% |
| Admin fee / account holder | $629 | $11,502-94.5% | $9,741-93.5% | $14,365-95.6% |