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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 | $1,435 | $190,879-99.2% | $160,009-99.1% | $134,532-98.9% |
| Participation rate | 84.2% | 82.0%+2.2pp | 78.0%+6.2pp | 81.2%+3.0pp |
| Annual return | -29.22% | 552.63%-581.9pp | 408.85%-438.1pp | 418.27%-447.5pp |
| Employer contribution / active EE | $0 | $4,995-100.0% | $4,225-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $1,274 | $6,924-81.6% | $6,183-79.4% | $6,401-80.1% |
| Admin fee / account holder | $531 | $10,495-94.9% | $8,715-93.9% | $11,429-95.4% |