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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 | $102,393-96.4% | $147,041-97.5% | $80,911-95.5% |
| Participation rate | 92.5% | 75.9%+16.7pp | 82.2%+10.4pp | 67.6%+24.9pp |
| Annual return | 9.21% | 134.95%-125.7pp | 419.21%-410.0pp | 35.63%-26.4pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,602 | $6,647-75.9% | $8,071-80.1% | $4,297-62.7% |
| Admin fee / account holder | $893 | $7,943-88.8% | $13,006-93.1% | $6,935-87.1% |