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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 | $4,159 | $180,028-97.7% | $138,135-97.0% | $158,982-97.4% |
| Participation rate | 91.7% | 82.2%+9.4pp | 78.7%+13.0pp | 82.0%+9.7pp |
| Annual return | -30.45% | 21.68%-52.1pp | 20.51%-51.0pp | 302.99%-333.4pp |
| Employer contribution / active EE | $1,251 | $7,470-83.3% | $5,587-77.6% | $4,763-73.7% |
| Participant deferral / active EE | $2,126 | $7,717-72.5% | $6,431-66.9% | $5,983-64.5% |
| Admin fee / account holder | $1,076 | $17,912-94.0% | $11,856-90.9% | $11,252-90.4% |