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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 | $14,396 | $135,645-89.4% | $110,243-86.9% | $135,379-89.4% |
| Participation rate | 88.9% | 83.5%+5.4pp | 79.8%+9.1pp | 82.6%+6.2pp |
| Annual return | -9.75% | 513.24%-523.0pp | 314.76%-324.5pp | 519.79%-529.5pp |
| Employer contribution / active EE | $2,112 | $4,907-57.0% | $3,827-44.8% | $4,779-55.8% |
| Participant deferral / active EE | $1,456 | $5,507-73.6% | $4,672-68.8% | $5,609-74.0% |
| Admin fee / account holder | $741 | $11,458-93.5% | $8,548-91.3% | $10,828-93.2% |