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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 | $2,241 | $111,535-98.0% | $105,223-97.9% | $137,256-98.4% |
| Participation rate | 100.0% | 78.1%+21.9pp | 75.0%+25.0pp | 80.0%+20.0pp |
| Annual return | -15.20% | 237.85%-253.1pp | 180.65%-195.8pp | 220.34%-235.5pp |
| Employer contribution / active EE | $1,171 | $3,939-70.3% | $3,689-68.3% | $4,156-71.8% |
| Participant deferral / active EE | $1,171 | $5,500-78.7% | $5,072-76.9% | $6,407-81.7% |
| Admin fee / account holder | $641 | $9,721-93.4% | $8,859-92.8% | $12,270-94.8% |