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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 | $3,883 | $82,674-95.3% | $125,363-96.9% | $68,495-94.3% |
| Participation rate | 94.1% | 75.0%+19.1pp | 82.4%+11.7pp | 67.9%+26.2pp |
| Annual return | -23.85% | -5.97%-17.9pp | 572.15%-596.0pp | -7.84%-16.0pp |
| Employer contribution / active EE | $1,195 | $3,382-64.7% | $4,815-75.2% | $2,596-54.0% |
| Participant deferral / active EE | $1,678 | $6,111-72.5% | $7,447-77.5% | $4,028-58.3% |
| Admin fee / account holder | $377 | $6,276-94.0% | $10,005-96.2% | $5,403-93.0% |