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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 | $3,655 | $102,422-96.4% | $147,117-97.5% | $80,959-95.5% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.7%+24.9pp |
| Annual return | 9.21% | 135.16%-125.9pp | 420.54%-411.3pp | 35.67%-26.5pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,602 | $6,652-75.9% | $8,065-80.1% | $4,300-62.7% |
| Admin fee / account holder | $893 | $7,953-88.8% | $12,993-93.1% | $6,925-87.1% |