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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 | $966 | $154,193-99.4% | $130,045-99.3% | $139,466-99.3% |
| Participation rate | 88.9% | 82.0%+6.9pp | 78.5%+10.4pp | 80.3%+8.6pp |
| Annual return | -46.32% | 32.51%-78.8pp | -137.30%+91.0pp | 373.66%-420.0pp |
| Employer contribution / active EE | $0 | $5,292-100.0% | $4,321-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $734 | $6,709-89.1% | $5,820-87.4% | $6,712-89.1% |
| Admin fee / account holder | $412 | $13,989-97.1% | $10,600-96.1% | $11,409-96.4% |