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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 | $5,633 | $134,817-95.8% | $123,973-95.5% | $155,188-96.4% |
| Participation rate | 90.9% | 79.4%+11.5pp | 76.7%+14.3pp | 80.8%+10.1pp |
| Annual return | -9.15% | 515.49%-524.6pp | 388.13%-397.3pp | 148.84%-158.0pp |
| Employer contribution / active EE | $2,108 | $4,425-52.4% | $4,126-48.9% | $4,248-50.4% |
| Participant deferral / active EE | $1,686 | $5,706-70.5% | $5,247-67.9% | $6,531-74.2% |
| Admin fee / account holder | $3,520 | $13,245-73.4% | $11,799-70.2% | $14,480-75.7% |