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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 | $3,290 | $82,678-96.0% | $125,391-97.4% | $68,490-95.2% |
| Participation rate | 98.4% | 75.1%+23.4pp | 82.4%+16.1pp | 67.9%+30.5pp |
| Annual return | -20.47% | -5.97%-14.5pp | 572.41%-592.9pp | -7.85%-12.6pp |
| Employer contribution / active EE | $1,337 | $3,382-60.5% | $4,816-72.2% | $2,597-48.5% |
| Participant deferral / active EE | $1,994 | $6,111-67.4% | $7,448-73.2% | $4,028-50.5% |
| Admin fee / account holder | $534 | $6,277-91.5% | $10,009-94.7% | $5,403-90.1% |