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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 | $2,567 | $138,114-98.1% | $125,391-98.0% | $134,545-98.1% |
| Participation rate | 100.0% | 84.5%+15.5pp | 82.4%+17.6pp | 81.2%+18.8pp |
| Annual return | -34.67% | 750.88%-785.6pp | 572.41%-607.1pp | 418.37%-453.0pp |
| Employer contribution / active EE | $1,472 | $5,246-71.9% | $4,816-69.4% | $4,742-69.0% |
| Participant deferral / active EE | $1,472 | $7,801-81.1% | $7,448-80.2% | $6,401-77.0% |
| Admin fee / account holder | $498 | $11,570-95.7% | $10,009-95.0% | $11,431-95.6% |