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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 | $2,677 | $56,431-95.3% | $130,788-98.0% | $87,485-96.9% |
| Participation rate | 86.3% | 58.9%+27.3pp | 70.1%+16.1pp | 68.9%+17.3pp |
| Annual return | -8.10% | 91.27%-99.4pp | 386.44%-394.5pp | 26.06%-34.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $651 | $2,749-76.3% | $4,137-84.3% | $4,274-84.8% |
| Admin fee / account holder | $708 | $4,433-84.0% | $6,673-89.4% | $7,775-90.9% |