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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 | $2,685 | $114,119-97.6% | $107,187-97.5% | $138,895-98.1% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 79.9%+20.1pp |
| Annual return | -32.42% | 273.21%-305.6pp | 204.55%-237.0pp | 145.39%-177.8pp |
| Employer contribution / active EE | $1,008 | $4,059-75.2% | $3,782-73.3% | $4,194-76.0% |
| Participant deferral / active EE | $1,008 | $5,538-81.8% | $5,096-80.2% | $6,396-84.2% |
| Admin fee / account holder | $661 | $10,024-93.4% | $9,162-92.8% | $12,562-94.7% |