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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 | $5,275 | $111,878-95.3% | $93,727-94.4% | $145,897-96.4% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.0pp |
| Annual return | -3.05% | 204.28%-207.3pp | 133.83%-136.9pp | 552.29%-555.3pp |
| Employer contribution / active EE | $873 | $3,092-71.8% | $2,421-64.0% | $4,663-81.3% |
| Participant deferral / active EE | $1,168 | $4,920-76.3% | $4,417-73.6% | $6,689-82.5% |
| Admin fee / account holder | $825 | $10,256-92.0% | $8,292-90.1% | $13,390-93.8% |